Technology
Technology
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Total client assets for the wirehouse also rose to a record $2.047 trillion, edging it into the no. 1 spot past rival Merrill Lynch.
April 20 -
The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age.
April 15 -
While many banks prefer to be fast followers, RBC has a patent pending on mobile wallet technology. The goal is to secure a prominent place in customers' mobile wallets before it gets harder to do so.
April 14 -
How to find and understand the three website metrics advisors should care about.
April 13 -
The fast evolution of technology has many industry leaders trying to figure out whether robo advisors are a threat, a tool or something else entirely.
April 10 -
Once known just for CRM, the company has since built out a broader cloud-based suite of tools. Joel Bruckenstein checks out the new offering.
April 9 -
Wells Fargo's Mary Mack says advisors should embrace technology as the online retailer and companies like Apple and Uber have changed client expectations.
April 8 -
While financial institutions are apt to remain wary of the cryptocurrency and others like it, the industry is ready for more-controllable versions of its distributed-ledger technology, a new report argues.
April 8 -
As older clients start drawing down their wealth, the industry needs younger investors to ensure its future, says Janney Montgomery Scott CEO Timothy Scheve.
April 8 -
Conversations with several star execs from the financial advisory sphere reveal insights and action steps that could help other advisors.
April 7 -
The billions firms spend on technology are weighted too heavily toward infrastructure, Aite Group says, and not enough on client-facing upgrades instead.
April 6 -
Soon after launching, personal finance celebrity Dave Ramsey's EveryDollar budgeting app skyrocketed into the Apple App Stores top 5 financial apps. But is it because the app is well-designed or because of his celebrity status?
April 2 -
Contrary to so much that has been written and said about the rise of the machines and the demise of human financial advice, the need and demand for personal, face-to-face, human advice will remain. Here's why.
April 2 -
If you want to turn site visitors into clients, here are four things to keep in mind.
April 2 -
Wells Fargo's commitment to its branches stands out in an industry whose customers are shifting more of their banking activity to mobile devices and PCs.
April 1 -
As economic landscapes shift, RIAs are going to need to rethink the ways they charge clients and deliver service.
April 1 -
Young HNW investors are very comfortable with digital wealth management tools, and many don't even have (or seem to need) an advisor.
March 31 -
D+H will pay $1.25 billion in cash for Fundtech, which is based in New York. D+H and Fundtech have a combined 8,000 clients.
March 31 -
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Everybody wants to lose weight, but who's got the time to exercise? The same problem exists in personal finance management.
March 30





