Advisors need to embrace the latest account aggregation technologies to satisfy the needs of today’s wealthy families.
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.
Advisors’ social media marketing strategies are more often a product of impulse than careful planning.
Fortigent LLC is beefing up its technology platform for advisors who target high-net-worth clients.
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.
Facebook Inc.'s $16 billion initial public offering has made 28-year-old Mark Zuckerberg the 29th richest person on Earth.
ACE Private Risk Services is offering expanded insurance coverage to high-net-worth clients that protects against identity theft.
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.
Technological innovation allows advisors to spend less time in the 'back office' and more time with clients.
Equilar, a provider of executive compensation data, is offering those who manage money a social-networking tool to attract high-net-worth clients.
Outside consultants offer an efficient way to deal with the high cost and complexity of today's wealth management technologies.
Wealth managers need to develop security measures across all aspects of their office operations.
The rise of "cloud computing" could lead to better and cheaper wealth management technology.
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Family offices need a dependable account aggregation system that can collect a client's financial information from multiple sources.
These are some of the steps family offices can take to secure their confidential client information.
A carefully planned technology overhaul can provide a boost to a family office's overall operations.
The principles of asset allocation can be applied to managing office technology.