PWsubmarch012
 
FA-MAG
Technology
 
PWinsider
Friday, 17 February 2012
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.
 
A Growth Schematic
By Robert Fiore, November 2011 issue
Technological innovation allows advisors to spend less time in the ‘back office’ and more time with clients.

 
Social Media Tool Serves Up HNW Prospects
Monday, 03 October 2011
Equilar, a provider of executive compensation data, is offering those who manage money a social-networking tool to attract high-net-worth clients.
 
Calling In The Experts
By Bob Shepro, January 2011 issue
Outside consultants offer an efficient way to deal with the high cost and complexity of today’s wealth management technologies.
 
Beyond Investment Risk
By Elaine Spang, November 2010 issue
Wealth managers need to develop security measures across all aspects of their office operations.
 
Directory Of Family Office And Wealth Advisory Technology Service Providers
September 2010 issue
Directory Listings and Profiles
 
A Silver-Lined Future
By Ritch Gaiti, September 2010 issue
The rise of “cloud computing” could lead to better and cheaper wealth management technology.
 
Getting The Whole Picture
By Hugh Bagatelle, July 2010 issue
Family offices need a dependable account aggregation system that can collect a client’s financial information from multiple sources.
 
Safeguarding Client Privacy
By Jim Campbell, May 2010 issue
These are some of the steps family offices can take  to secure their confidential client information.
 
A Technology Transformation
By Ritch Gaiti, March 2010 issue
A carefully planned technology overhaul can provide a boost to a family office’s overall operations.
 
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Impact Investing

U.S. State Department Backs Impact Investing
New government initiatives aim to provide “an inclusive economic ecosystem that fosters this kind of investing.”
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Investing In The Food Chain
Root Capital connects Latin American and African smallholder farmers to middle-class consumers in the US and Europe, and is adopting its model to African food security.
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Trillium Brings Impact Investing To Clients
Trillium Asset Management has been helping clients invest directly in communities to create social impact in exchange for modest financial returns.
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Online Extras

On The Move
Commonfund, Tiedemann Wealth Management and Citi Private Bank are among the firms that have made executive appointments.
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On The Move
New executives have been added at Citi Private Bank and Sage Consulting.
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On The Move
Northern Trust and Fairhills Group are among the firms that have made executive appointments.
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On The Move
Gold Bullion International named Sallie Krawcheck as a member of its advisory board.
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On The Move
Raymond James, BNY Mellon and Aspiriant are among the firms that have made key executive appointments.
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