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With millions of Alexa and Google Home devices now in use, first-mover banks are rapidly developing services to let customers control their finances using only their voice — even if there are still many kinks to work out.
December 4 -
The brokerage firm says reimbursements will be evaluated on a “case-by-case basis.”
December 1 -
Central Valley Community Bank of Fresno, California, will look to Raymond James to help it expand its client investment offerings.
December 1 -
The estimated $490 million deal is a part of a push from Nippon Life to expand its asset management operations.
December 1 -
The firm would not comment on the cause.
November 29 -
Advisors must understand the unique challenges presented by these companies.
November 29Momentum Advisors -
Wealth managers are fielding calls and emails from clients worried they’re missing out on something big.
November 21 -
The firm will now directly link to Acorns, following its roughly $30 million investment in the microinvesting app.
November 20 -
Following in the footsteps of Chase, Wells Fargo and others, Fidelity is launching an application programming interface to let third-party apps access customer data — as long as the customers grant permission.
November 14 -
Acquiring a retirement savings tool provider allows the app to broaden its offerings to millennial clients.
November 8







