-
Several wealth management firms, including Marcus by Goldman Sachs and Wealthfront, have launched banking products to complement their investment services.
July 23
-
Lenders have learned that automated wealth management tools enhance interactions with clients — and bring in more business.
July 22
-
More than one-third of the $1 billion new assets on the digital advice platform are from new clients.
July 16
-
The advice industry’s current structure is “dumb” and in need of fixing, according to Betterment CEO Jon Stein.
July 16
-
Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.
July 12
-
The new digital products are a significant opportunity for the bank, experts say.
July 10
-
Although first written off by industry experts, independent digital-first firms now hold billions in assets.
July 10
-
Aumoted investment platforms are betting investors want to know where companies fall on the political spectrum.
June 26
-
The new product will allow fintechs to expand their financial service offerings without changing providers.
June 25
-
Just like in the early robo days, sustainability is a real concern for digital platforms.
June 19
