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Several wealth management firms, including Marcus by Goldman Sachs and Wealthfront, have launched banking products to complement their investment services.
July 23
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Lenders have learned that automated wealth management tools enhance interactions with clients — and bring in more business.
July 22
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More than one-third of the $1 billion new assets on the digital advice platform are from new clients.
July 16
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The advice industry’s current structure is “dumb” and in need of fixing, according to Betterment CEO Jon Stein.
July 16
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Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.
July 12
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The new digital products are a significant opportunity for the bank, experts say.
July 10
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Although first written off by industry experts, independent digital-first firms now hold billions in assets.
July 10
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Aumoted investment platforms are betting investors want to know where companies fall on the political spectrum.
June 26
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The new product will allow fintechs to expand their financial service offerings without changing providers.
June 25
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Just like in the early robo days, sustainability is a real concern for digital platforms.
June 19
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The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.
June 19
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The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.
June 19
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Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.
June 14
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The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.
June 12
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But the new rules may be a boon for some fintech firms.
June 12
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The rule can only be effective if the investing public accurately understands its implications, says the firms’ chief platform officer.
June 12
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Finding the right mix of tools can be daunting, says the firm’s director of financial planning.
June 5
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The mobile technology came in last in a new J.D. Power survey.
June 5
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The robo strikes a deal to offer direct deposit service and debit cards.
June 3
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The world’s largest asset manager and robo advisory platform may soon have competition at the top.
May 29
