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The outlook is scary for wealth managers who will deal with the newest generation of clients, says David Wilson, head of Capgemini Financial Services strategic analysis.
December 2 -
U.S. Bank, Bank of the West and Bremer Bank have introduced new initiatives that assign the mass-affluent not just an advisor but a banker too despite intense price competition from robos.
October 28 -
"There's a plethora of [private equity firms] sniffing around, and I think all the big firms are being pursued," says Brent Brodeski, CEO of Savant Capital Management.
October 14 -
In a bid to attract more mass-affluent clients, the bank is calling on bankers and advisors to work in teams.
October 13 -
The giant asset management company said it was acquiring robo advisor FutureAdvisor.
August 26 -
People just want to spend their money. Show them how to do it better without making it feel like accounting. That's all consumers really want out of PFM, says the president of mobile banking service Moven.
July 7
