How B of A Plans to Personalize Mobile Banking
In a Q&A, Hari Gopalkrishnan, who oversees mobile banking for Bank of America's consumer and wealth management operations, discusses the mobile trends of the past year, including the difference between what its technology is capable of doing and what consumers are willing to adopt.
The Canadian-owned firm won't rule out a potential acquisition of a digital advice provider. "Everything you can imagine is on the table and actively being explored," John Taft, head of the firm's U.S. brokerage operations, tells On Wall Street exclusively. Read More »
By claiming robos may be unregistered investment companies, new report raises the stakes in fight for dominance. Read More »
Swift CEO Gottfried Leibbrandt talks about how the global messaging network is looking to stay relevant to its bank members; the potential and limitations of blockchain technology; and his views on the startups looking to disrupt banking. Read More »
Compared with other recent breaches, the theft of 6,400 user email addresses and passwords on the American Bankers Association's website might seem like small potatoes. But experts said the attack — the first in the association's history — was still significant and could have implications for banks. Read More »
Following the most recent hacking incident in the financial industry, technology experts weigh in on what this means for wealth managers. Read More »
Low-cost competition will force fee-based advisors to restructure how they are compensated, said Brian Leitner, senior vice president of practice management at Mariner Wealth Advisors. Read More »
Debate over the role of robo advice turns on whether DIY millennials are a market worth chasing. Read More »
“There is a large gulf between some of the overly simplistic applications on the market today and those that are much more comprehensive; RightCapital could occupy the middle ground,” columnist Joel Bruckenstein says. Read More »
As technology grows more complex, advisory firms must ramp up their expertise. Read More »
Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake. Read More »
New digital tools can help advisors identify and connect with prospective clients no matter where they are. Read More »
Advisors’ usage of social media includes platforms like Pinterest, where they showcase lifestyle-oriented content to their clients and potential clients. Read More »
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