The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
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Acorns, the mobile microinvesting company, wants to be known for helping customers manage saving and spending — and that's it, CEO Noah Kerner says.
July 10
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Data about client behavior will drive better user experiences.
July 10
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They want help with their money — and they don’t mind their own data being analyzed, JPMorgan’s Kelli Keough said at the In|Vest conference.
July 10
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There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.
July 10
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Older clients have more assets, but younger investors are leading the digital charge.
July 6
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The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.
June 29
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The app also allows clients to use the Zelle person-to-person payments service.
June 25
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The No. 1 IBD’s top recruiting executive announced his retirement after the firm disclosed some mixed recent results.
June 25
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The firm arranged to make transactions differently on the days that it was required to calculate its reserve deposits, the regulator says.
June 22
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The insurance giant and No. 6 IBD made Alexa Von Tobel its chief innovation officer following the closure of the planning startup it acquired in 2015.
June 22
