For Millions, Mobile Banking Now Trumps Going to a Branch, Study Finds
Banks that don’t offer a compelling mobile experience run the risk of losing customers to a crop of mobile first startups offering low-fees, broad ATM networks and a wide array of advanced features.
More in Marketing
Federal and state examiners still see compliance failures when advisors take to social media to promote their practice. more »
Gen X has more money than the younger millennial cohort -- but it has the same cultural disconnect with advisors. Advisors should start worrying. more »
Count Bill Gross among the world’s biggest philanthropists. more »
One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology. more »
Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia. more »
The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age. more »
When Apple releases its smartwatch next week, there will be apps available from at least five banks — and four of them are community banks. more »
Fidelity's custody unit is backing a deal in which a Mariner Holdings unit will pay 35 basis points for referrals of mass affluent customers. more »
Soon after launching, personal finance celebrity Dave Ramsey's EveryDollar budgeting app skyrocketed into the Apple App Store’s top 5 financial apps. But is it because the app is well-designed or because of his celebrity status? more »
Everybody wants to lose weight, but who's got the time to exercise? The same problem exists in personal finance management. more »
In a Financial Planning webinar last week, listeners got some great ideas from a all-star team of practice management experts: Commonwealth Financial's Joni Youngwirth, Fidelity Investments' David Canter and Christine Gaze of Purpose Consulting Group. more »
Banks are gravitating toward a new technology they think can help customers more easily open mobile accounts: allowing photographs from smartphones to help customers auto-fill portions of their application. more »
Dream Forward Financial wants to take a bite out of the customer base of traditional plan providers like Fidelity by offering what it says is transparent and cheaper service. more »
11 Creative Ways Advisors Have Changed Their Fees
The June Issue is now online!


TWITTER
FACEBOOK
LINKEDIN

Industry Events

June 18, 2015 | New York Hilton Midtown, New York, NY

June 24, 2015 | Chicago, IL

November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

November 4, 2015 | New York Hilton Midtown, New York, NY

Already a subscriber? Log in here