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

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

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

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

Over 10 years ago, Bruce Schneier gave this talk at Penn State about the difference between the perception and reality of security. A...

Over 10 years old now, the 2010 Dodd-Frank regulations offer reform measures on financial institutions to prevent another financial...

...It's exactly what it sounds like! With the unparalleled economies of scale that MFO's are able to offer, more families are migrating...

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

Juan Enriquez’s talk in 2013 examines the rise of social networks and our hyperconnected world. Enriquez discusses the effect of social...

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

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

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...

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...