Technology Articles

Total: 17 1 2 Next >> 

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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A Growth Schematic

by Robert Fiore

Technological innovation allows advisors to spend less time in the 'back office' and more time with clients.

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Social Media Tool Serves Up HNW Prospects

Equilar, a provider of executive compensation data, is offering those who manage money a social-networking tool to attract high-net-worth clients.

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Calling In The Experts

by Bob Shepro

Outside consultants offer an efficient way to deal with the high cost and complexity of today's wealth management technologies.

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