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Keyword: Technology

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Global growth

WFE calls for policymakers to support public markets

Simon Roy

CTO Simon Roy says the technology will enable a more personal client experience

  • By: Kevin Press
  • February 7, 2025 February 9, 2025
  • 15:19
stand out in a crowd

Be honest, transparent, consistent, advisors say

man standing with his hands on his hips

Firms spend millions on back-office technology, but not all advisors are buying in

Conflicted graph

U.S. authorities allege trade secrets stolen to help start rival firm

The firm makes software focused on regulatory reporting solutions for financial institutions

Close up of a digital platform for investing

Make the most of tech with these tips for advisors, firms and providers

  • By: Susan Silma
  • December 10, 2024 December 10, 2024
  • 16:00
Three-generation family takes a photo in a park

Engage younger investors on their terms

  • By: David Reeve
  • November 27, 2024 November 22, 2024
  • 16:00

Dramatic revenue increase needed to keep pace with systems costs: regulators

Fines graphic

U.K.'s FCA fines bank over faulty automated transaction surveillance system