Tech Competition Heats Up as Salesforce Targets RIAs
Salesforce launched a new platform to help advisors work more efficiently as the cloud computing giant pushes forward with ambitious plans to alter the RIA tech space.
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To help improve their online presence, Fidelity announced two new offerings for advisors. more »
Digital-first firms gravitate toward a blogging website that has aired several heated industry debates, a markedly different approach from the cautious way traditional firms present themselves online. more »
An online platform designed to inform advisors about millennials is one of several approaches by fund providers to help better understand the new generation of investors as well as protect their offerings. more »
After announcing 11% growth in net income for the wirehouse's brokerage unit, Wells Fargo executives told analysts that they are thinking of launching a robo advisor. more »
The wirehouse rolled out a new advertising campaign aiming to bolster its image in the eyes of clients as a goals-based wealth management firm. more »
Wealthfront says the move was prompted by a surge of young investors who asked for a lower minimum and to pressure other robo advisors to get rid of fees on small accounts. more »
Nearly 97% of advisors found niche marketing to be an effective strategy, according to a recent report from Cerulli Associates. more »
Wealthy millennials are downloading apps more than other age groups, but for many categories it's boomers and Gen Xers who are the key users. more »
We're a long way from building strong, interpersonal relationships with computers (the movie "Her" notwithstanding), which gives banks an advantage. more »
A third of 1,000 online investors surveyed by E-Trade Financial would like to monitor their investments on wearable apps. more »
Schwab must convince the 7,000 advisors who custody with the firm that its new Institutional Intelligent Portfolios automated investment management service is worth implementing. more »
A new Fifth Third social media campaign offers recent college graduates free one-on-one career counseling. The initiative is part of a trend of banks allocating marketing dollars to unusual perks and charitable giving to differentiate their brands. more »
At SourceMedia's Digital Banking Summit, numerous bankers spoke passionately about the need for financial institutions to create intuitive digital-money experiences. more »
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