Young & Rich: Ready to Skip Advisors for Mobile Apps?
Young HNW investors are very comfortable with digital wealth management tools, and many don't even have (or seem to need) an advisor.
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D+H will pay $1.25 billion in cash for Fundtech, which is based in New York. D+H and Fundtech have a combined 8,000 clients. more »
Everybody wants to lose weight, but who's got the time to exercise? The same problem exists in personal finance management. more »
Fedcoin could have a lot of benefits, such as helping unbanked buy goods and pay bills online. But about those "know-your-customer" risks... more »
Alternative financial service providers that sell prepaid cards, bill pay, check cashing and other services to underbanked consumers are becoming more sophisticated with the ways they mine customer data. more »
Outlook for the planners -- who were recruited with a promise that they would "not [be] required to sell" -- seems to depend on whether you talk to Northwestern Mutual or LearnVest. more »
Google's attempt to capture the "stickiest" part of many online banking relationships could eventually help put it at the financial center of the consumer's life. more »
Apple Pay, Samsung Pay and Google Wallet are among the mobile payment services vying for dominance. Here's what every banker needs to know to get a game plan in place. more »
Traditional firms must boost their digital wealth management tools or risk being overrun by those that already do. more »
More acquisitions are expected in the digital wealth management space as firms look to quickly add tech platforms and services. more »
Northwestern Mutual, the nation's second-largest life insurance company, is buying LearnVest, an online financial planning start-up founded in 2009. more »
During the planning process for a digital platform strategy, Fidelity says its partners and brokers asked why it couldn't just go buy eMoney Advisor instead. 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 »
By poaching Ruth Porat from Morgan Stanley, it's clear Google wants to forge closer relationships with banks. That's because banks hold the key to helping Google expand Google Wallet. more »
Women & Wealth: The Invisible Opportunity
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