According to FINTRX, a Boston-based family office data and research platform, there are currently 2,350 Family Offices (including both...

An existential question with which family offices often struggle is "to innovate, or not to innovate?"; if the latter, they risk going...

According to a report published by Boston Consulting Group, the number of millionaires around the world grew by 2.1% year on year to...

With fee compression, increased robo-advisor competition and wealth transfer to younger heirs coming down the pike, advisors have to move...

In today's digital environment, all advisors should vet their technology providers. We've rounded up the top 3 things to look for when...

These days, the internet is absolutely inundated with articles, tips, and stories about cybersecurity. But where do you start if you...

Fintech is an industry inundated with buzzwords, and we often overlook the full meaning of the most basic terms as a result. With many...

Here at Infograte, we believe that the technology that our clients embrace should be simple to use, with a clean user experience for both...

At InfoGrate, we often work with clients on security-based projects. In the finance sector, maintaining a high level of compliance is of...

With more down time with due to cold weather keeping us indoors as well as the renewed pandemic restriction, it's a the perfect time to...

John Wise, CEO/ Co-Founder/ Chairman, InvestCloud, speaks about the changes in wealth management and the external factors drivers that...

Every business needs to have a solid disaster recovery/testing strategy in place, especially amid the uncertain times of the current...

46% of small and medium sized businesses have been targeted by ransomware, and a whopping 73% have actually paid the ransom. With spooky...

Security TED Talks look at the past, but the lessons are often still relevant today. Moreover, what might seem like a new problem has...

A Campden Wealth study finds the intergenerational wealth transfer from baby boomers is well under way. Much has been made of the $30...

Amid all the confusion and uncertainty due to the ongoing pandemic, it's even more important to practice vigilance in the cybersecurity...

While financial contractions, market crashes, and worldwide disasters are facts of life (albeit largely "black swan events," in the words...

As the primary focus of a Family Office is investment management, internal operations can sometimes end up in the backseat. However,...

New York’s most googled term was estate planning. Retirement was the most googled term in Wyoming, the state with the fastest growing...

"The adaption to—and adoption of—emerging technologies to further business goals" would be the formal definition, according to these...