Customer service

In addition to launching an automated investing app, the bank created a dedicated advisor unit to provide personal service to customers when they need it.

The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.

When a tweet drew backlash from customers and politicians on Monday, it brought into question how banks should couch their messages on social media.

Bank critics and some lawmakers quickly seized on a tone-deaf posting by JPMorgan Chase that was designed to tout the virtues of saving money.

The bank says it has restored access, but it hasn’t explained how a fire-suppression system at one facility could cause a nationwide outage across all of its channels, or how its system as a whole could have been left so vulnerable to the incident.

Customers reported being unable to access online banking, mobile banking or their debit cards.

There are three industry myths about being online that advisors must overcome, says Schwab’s senior vice president for institutional marketing services.

Bank of America customers are frustrated over fees and customer service while Wells Fargo customers are alarmed about the bank's recent scandals.

Employees from the independent robo — from marketers to engineers — are being paired up with customers to have informal chats, ranging from improving the user experience to suggesting new financial offerings in the platform.

It's fast, virtually free and roughly 40 times more effective than social media. But most advisors are using it wrong.

One fintech is offering a new technology to allow clients to record and send video requests directly to their planner rather than wait on hold for a human response or interact with a robot.

Spanning 50 federal districts, the case involves criminal and civil charges for as many as 200 defendants.

Like lagging retail giants, wealth management firms risk ruin by failing to recognize changing customer expectations or by squandering the opportunity to evolve their business model.

The microinvesting site, which now has over 2 million accounts, allied itself with Clarity Money.

Bank of America's soon-to-be-released virtual assistant, erica, is being trained to provide personal finance advice.