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Inside Edward Jones’ digital plan to reach 10 million clients
Chief information officer Frank LaQuinta reveals the firm’s $500 million acceleration strategy, plus how advisors are using technology during the coronavirus pandemic.
Ryan W. Neal
Robinhood raises $320M in latest funding push
The latest cash influx values the fee-free trading app at $8.6 billion.
Steward Partners snags ex-UBS team, and a new divisional president
The advisors are based in Florida, while the new executive will oversee the New York tri-state area.
Deliver exceptional customer experience in challenging times
Social distancing measures have made it critical for contact centers to find new ways to handle an unprecedented volume of inbound calls without disrupting the customer experience.
Best practices for leveraging tech during the coronavirus era
Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.
Lawsuit against Plaid heightens focus on data privacy issues
A class action asserts that the data aggregator accesses more of consumers' bank account information than it needs and ultimately aims to sell the data to others. Plaid, which has agreed to be sold to Visa, denies the allegations.
Wells Fargo tells workers to remove TikTok app from work phones
U.S. officials have raised questions about the security of TikTok, which is owned by Chinese company ByteDance.
The old 60-40 formula for stocks and bonds has run into trouble
With Treasury yields now hovering around zero, and likely to stay there for years, expected gains from the traditional asset mix are in doubt.
First Eagle expands into asset-based lending with new hires
The manager joins firms including JPMorgan and Arena Investors in seeking opportunities in the sector, particularly in the wake of the coronavirus pandemic.
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