InfoGrate NewsroomJan 211 minMore Weath, More FO's, and More Need for TechAccording to FINTRX, a Boston-based family office data and research platform, there are currently 2,350 Family Offices (including both...
InfoGrate NewsroomJan 122 minRich Millennials and the Ways Advisors Can Keep up with ThemWith fee compression, increased robo-advisor competition and wealth transfer to younger heirs coming down the pike, advisors have to move...
InfoGrate NewsroomNov 30, 20211 minKeeping Your Information Secure Online this WinterAt InfoGrate, we often work with clients on security-based projects. In the finance sector, maintaining a high level of compliance is of...
InfoGrate NewsroomNov 9, 20211 minKey trends in Family Office TechnologyAn existential question with which family offices often struggle is "to innovate, or not to innovate?"; if the latter, they risk going...
InfoGrate NewsroomOct 20, 20211 minTED 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...
InfoGrate NewsroomOct 6, 20211 minA Bit About Dodd-Frank and Employee Roles in the FOOver 10 years old now, the 2010 Dodd-Frank regulations offer reform measures on financial institutions to prevent another financial...
InfoGrate NewsroomSep 16, 20211 minWhat 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...
InfoGrate NewsroomSep 9, 20212 minCybersecurity 101These days, the internet is absolutely inundated with articles, tips, and stories about cybersecurity. But where do you start if you...
InfoGrate NewsroomJul 22, 20211 minTED Talk: "Your Online Life, Permaneny as a Tattoo," by Juan EnriquezJuan Enriquez’s talk in 2013 examines the rise of social networks and our hyperconnected world. Enriquez discusses the effect of social...
InfoGrate NewsroomMay 20, 20211 minClients with Less than $1M are Where the Growth is, Boston Consulting Group ReportsAccording to a report published by Boston Consulting Group, the number of millionaires around the world grew by 2.1% year on year to...
InfoGrate NewsroomMar 18, 20211 minWhat 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...
InfoGrate NewsroomFeb 17, 20212 minWhat 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...
InfoGrate NewsroomFeb 3, 20212 minHow 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...
InfoGrate NewsroomJan 13, 20211 min10 TED Talks to Get Your Head in the Cyber Security GameWith 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...
InfoGrate NewsroomDec 10, 20201 minChanges in Wealth Management and Investors' Demands: A Quick LookJohn Wise, CEO/ Co-Founder/ Chairman, InvestCloud, speaks about the changes in wealth management and the external factors drivers that...
InfoGrate NewsroomNov 12, 20202 minAre 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...
InfoGrate NewsroomOct 30, 20202 minSome 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...
InfoGrate NewsroomOct 23, 20201 minTED Talk: "Cracking Stuxnet, a 21st-century cyber weapon," by Ralph LangerSecurity TED Talks look at the past, but the lessons are often still relevant today. Moreover, what might seem like a new problem has...
InfoGrate NewsroomOct 2, 20202 minWealth Holders Dubious of Next Generation's Ability to Take OverA Campden Wealth study finds the intergenerational wealth transfer from baby boomers is well under way. Much has been made of the $30...
InfoGrate NewsroomSep 1, 20201 minThink 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...