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Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.
May 28Mercer Advisors -
Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.
February 11 -
Firms need to keep up with the dramatic increase in expectations for a better user experience.
February 3 -
The bank was accused of infringing on another firm's patent for a mobile deposit system.
January 13 -
The commission-free brokerage did not reasonably review “hundreds of thousands of orders each month,” according to the regulator.
December 19 -
Clients are not happy with the industry's app offerings, according to a recent J.D. Power survey.
December 12 -
Little can keep the search engine giant from entering wealth management. But advisors still have weapons at their disposal. They just need to use them.
November 13 -
The technology is poised to upend the industry. Advisors are still waiting.
November 7 -
Technology tools are pitched as time savers, but that’s not how advisors are actually using them.
October 18 -
Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.
October 9