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The promotion comes as wealth management firms accelerate efforts to roll out digital advice platforms.
June 8
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While most of the wealth management industry migrates to the higher net worth clients, CUNA sticks with its credit union base. In fact, it’s looking to expand its footprint.
June 7
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KeyCorp acquired the personal financial management tool for an undisclosed sum.
June 1
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"We're not going to proscribe any way for clients to access us," says Mark Jordahl, president of U.S. Bank's wealth management group.
May 31
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Bank of America's soon-to-be-released virtual assistant, erica, is being trained to provide personal finance advice.
May 30
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Long Game uses behavioral economics and the mass popularity of lottery games to redirect lottery spending toward savings.
May 24
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"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.
May 17
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The recruit will be a producing branch manager and oversee 10 advisers, according to his new employer.
May 15
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Executives at the embattled bank made clear Thursday that they are not discarding its long-standing strategy of selling additional products to existing customers.
May 12
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Self Lender and Wela, two fintech startups, are making their marks on the PFM space by providing incentives to users to manage their money wisely.
May 12
