InfoGrate Newsroom
More Weath, More FO's, and More Need for Tech
According to FINTRX, a Boston-based family office data and research platform, there are currently 2,350 Family Offices (including both...
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InfoGrate Newsroom
- Jan 12
- 2 min
Rich Millennials and the Ways Advisors Can Keep up with Them
With fee compression, increased robo-advisor competition and wealth transfer to younger heirs coming down the pike, advisors have to move...
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InfoGrate Newsroom
- Nov 30, 2021
- 1 min
Keeping Your Information Secure Online this Winter
At InfoGrate, we often work with clients on security-based projects. In the finance sector, maintaining a high level of compliance is of...
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InfoGrate Newsroom
- Nov 9, 2021
- 1 min
Key trends in Family Office Technology
An existential question with which family offices often struggle is "to innovate, or not to innovate?"; if the latter, they risk going...
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InfoGrate Newsroom
- Oct 20, 2021
- 1 min
TED Talk: Bruce Schneier on the "Security Mirage"
Over 10 years ago, Bruce Schneier gave this talk at Penn State about the difference between the perception and reality of security. A...
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InfoGrate Newsroom
- Oct 6, 2021
- 1 min
A Bit About Dodd-Frank and Employee Roles in the FO
Over 10 years old now, the 2010 Dodd-Frank regulations offer reform measures on financial institutions to prevent another financial...
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InfoGrate Newsroom
- Sep 16, 2021
- 1 min
What is a "Multi Single Family Office?"
...It's exactly what it sounds like! With the unparalleled economies of scale that MFO's are able to offer, more families are migrating...
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InfoGrate Newsroom
- Sep 9, 2021
- 2 min
Cybersecurity 101
These days, the internet is absolutely inundated with articles, tips, and stories about cybersecurity. But where do you start if you...
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InfoGrate Newsroom
- Jul 22, 2021
- 1 min
TED Talk: "Your Online Life, Permaneny as a Tattoo," by Juan Enriquez
Juan Enriquez’s talk in 2013 examines the rise of social networks and our hyperconnected world. Enriquez discusses the effect of social...
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InfoGrate Newsroom
- May 20, 2021
- 1 min
Clients with Less than $1M are Where the Growth is, Boston Consulting Group Reports
According to a report published by Boston Consulting Group, the number of millionaires around the world grew by 2.1% year on year to...
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InfoGrate Newsroom
- Mar 18, 2021
- 1 min
What Should Advisers Look for in Technology Vendors?
In today's digital environment, all advisors should vet their technology providers. We've rounded up the top 3 things to look for when...
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InfoGrate Newsroom
- Feb 17, 2021
- 2 min
What is a Multi Family Office?
Fintech is an industry inundated with buzzwords, and we often overlook the full meaning of the most basic terms as a result. With many...
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InfoGrate Newsroom
- Feb 3, 2021
- 2 min
How to Build A Solid Tech Ops Foundation (For Both Staff and Clients Alike!)
Here at Infograte, we believe that the technology that our clients embrace should be simple to use, with a clean user experience for both...
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InfoGrate Newsroom
- Jan 13, 2021
- 1 min
10 TED Talks to Get Your Head in the Cyber Security Game
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...
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InfoGrate Newsroom
- Dec 10, 2020
- 1 min
Changes in Wealth Management and Investors' Demands: A Quick Look
John Wise, CEO/ Co-Founder/ Chairman, InvestCloud, speaks about the changes in wealth management and the external factors drivers that...
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InfoGrate Newsroom
- Nov 12, 2020
- 2 min
Are Your Disaster Recovery Testing Strategies Up to Date?
Every business needs to have a solid disaster recovery/testing strategy in place, especially amid the uncertain times of the current...
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InfoGrate Newsroom
- Oct 30, 2020
- 2 min
Some ominous cybersecurity stats for Halloween...
46% of small and medium sized businesses have been targeted by ransomware, and a whopping 73% have actually paid the ransom. With spooky...
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InfoGrate Newsroom
- Oct 23, 2020
- 1 min
TED Talk: "Cracking Stuxnet, a 21st-century cyber weapon," by Ralph Langer
Security TED Talks look at the past, but the lessons are often still relevant today. Moreover, what might seem like a new problem has...
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InfoGrate Newsroom
- Oct 2, 2020
- 2 min
Wealth Holders Dubious of Next Generation's Ability to Take Over
A Campden Wealth study finds the intergenerational wealth transfer from baby boomers is well under way. Much has been made of the $30...
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InfoGrate Newsroom
- Sep 1, 2020
- 1 min
Think you've been hacked? Here's what to do.
Amid all the confusion and uncertainty due to the ongoing pandemic, it's even more important to practice vigilance in the cybersecurity...
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