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New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.
July 10
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The business case for going digital
July 10
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Data about client behavior will drive better user experiences.
July 10
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Suleman Din, moderator, Technology Editor, Financial Planning, Amber Baldet, Co-founder, CEO, Clovyr, Vern Brownell, CEO, D-Wave, Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley, Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.
July 10
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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 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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SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.
June 22
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The wealth management platform of the future can manage client finances without having to interact with advisors, says Wealthfront CEO Andy Rachleff.
June 20
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In an investor-backed power play, the tech startup wants wirehouses and banks to turn to it instead of traditional software providers as they make upgrades.
June 19
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The firm has been rolling out a robust suite of new and upgraded technology tools.
June 18
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Only 15% of bank customers at Bank of America use its online investment platform, but the company expects that figure to increase as it opens branches in nine major cities.
June 13
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Although banks and digital wealth startups seek to claim the same assets, they're finding common ground elsewhere.
June 12
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Banks are opting for a hybrid approach, augmenting in-person advice with digital guidance.
June 11
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As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.
June 6
Nationwide -
Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.
June 5
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Venu Krishnamurthy will join the asset management giant as it intensifies efforts to recalibrate its organization and product offerings for a digital era.
May 23
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Digital-first firms are applying artificial intelligence and machine learning in ways not seen in the financial planning software currently available to planners.
May 23
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How technology could continue to disrupt financial planning.
May 22
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There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.
May 16
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Alexa von Tobel's startup did many things right, but it was hampered by challenges facing all digital advice providers.
May 10
