Technology Articles

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Books That Gorman, El-Erian, Gundlach, Fuss Love Best

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CEOs, investors, current and former policy makers, economists and academics name their favorite reads in 2014.

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Pedophiles Nabbed As Banks, Cops Follow Money Trail

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Police have successfully stepped up cooperation with financial companies to cut off the money that fuels the trade in online porn.

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Containing The Data Deluge

by James Lumberg and Pamela Fennell Jacobs

Advisors need to embrace the latest account aggregation technologies to satisfy the needs of today’s wealthy families.

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Data Security Rising As Family Office Concern

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Online security is now on the same level as data integration as a top technology priority of family office advisors and managers, according to a new study.

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Tweeting From The Hip

by April J. Rudin

Advisors’ social media marketing strategies are more often a product of impulse than careful planning.

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Fortigent Adds To Technology Platform

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Fortigent LLC is beefing up its technology platform for advisors who target high-net-worth clients.

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Social Media Use Increases With Wealth, Spectrem Says

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The use of social media increases with wealth level, but decreases with age level, as might be expected, according to a new study by Spectrem.

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Zuckerberg's Facebook IPO Makes Him Richer Than Google Founders

Facebook Inc.'s $16 billion initial public offering has made 28-year-old Mark Zuckerberg the 29th richest person on Earth.

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ACE Provides Identity Theft Protection

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ACE Private Risk Services is offering expanded insurance coverage to high-net-worth clients that protects against identity theft.

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PWinsider

The investment practices of the majority of millionaire households are being impacted by the European sovereign debt crisis, says a new study by the Spectrem Group.

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