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Investable assets in digital channels are projected to top $4 trillion by 2022, according to research.
July 11
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“I’m perennially scared of overwhelming our customers,” Acorns CEO Noah Kerner says at the InVest Conference.
July 11
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"We're not being judged on what other banks are doing. We're being compared to Amazon and Google," says Kraleigh Woodford, managing director at UBS WM USA.
July 11
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Digital advice is still in its early days, says SigFig CEO Mike Sha.
July 11
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Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.
July 10
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Gauthier Vincent, Principal and Wealth Management Leader, Deloitte Consulting LLP, Deborah Waters, Global Head of Private Bank Operations and Technology, Citi, Kraleigh Woodford, Managing Director Head of Digital Client Experience, UBS WM USA
July 10
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The future of wealth management melds technology with a human touch, but firms will face challenges.
July 10
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New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.
July 10
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The business case for going digital
July 10
