-
“It’s not about us getting to them. It’s about them getting to us,” Daniel Darst, chief marketing officer for People’s United Bank, said of client marketing.
July 12
-
The wealth management firm is using digital tools to smooth the transition for clients and advisors. Here’s how they’re doing it.
July 11
-
Noah Kerner, CEO, Acorns and Suleman Din, Technology Editor, Financial Planning
July 10
-
Acorns, the mobile microinvesting company, wants to be known for helping customers manage saving and spending — and that's it, CEO Noah Kerner says.
July 10
-
The firm’s equity-trading business head Ted Pick, promoted to lead its division of investment bankers and traders, is one possible successor.
July 10
-
They want help with their money — and they don’t mind their own data being analyzed, JPMorgan’s Kelli Keough said at the In|Vest conference.
July 10
-
The firm has recruited 71 advisors so this year and opened branches in four states, according to a spokeswoman.
June 29
-
The app also allows clients to use the Zelle person-to-person payments service.
June 25
-
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
-
The Minneapolis bank is pitching the automated investment advice platform, a joint venture with a BlackRock unit, to a wide range of age groups, not just younger consumers.
June 19
