Robo advisors

July 22, 2019 05:49 PM
Lenders have learned that automated wealth management tools enhance interactions with clients — and bring in more business.
2 Min Read
June 05, 2018 02:33 PM
The new platform aims to scoop up mass-market clients with just $5,000 in investable assets.
1 Min Read
March 09, 2018 11:30 AM
Banks have nothing but upside potential in front of them with robos as part of their offering — as long as they act soon and do everything right.
3 Min Read
February 27, 2018 05:20 PM
The bank is looking to attract more affluent customers with $250,000 to $3 million in investable assets, the bank's head of wealth management told analysts.
1 Min Read
February 13, 2018 05:52 PM
The Waterbury, Connecticut-based bank wanted to ensure that it was meeting the technology expectations of clients across the wealth spectrum.
2 Min Read
October 12, 2017 02:42 PM
The bank is testing several trading and investing platforms and will be talking about "what might or might not work," CEO Jamie Dimon said during its third-quarter earnings call.
2 Min Read
September 14, 2017 03:23 PM
"We're offering the same if not better-quality products at a highly reduced fee," said Eileen Duff, head of distribution at iCapital Network.
2 Min Read
September 06, 2017 09:19 AM
The new offering has been rolled out to roughly half of the 2.65 million households the bank serves, with the remainder to come on board by the end of September.
3 Min Read
July 12, 2017 02:18 PM
Digital advice can help bank customers engage in a range of financial decisions that go beyond retirement planning and wealth management.
1 Min Read
March 22, 2017 11:26 AM
Branch traffic is down, but the typical middle-market branch customer is not the best prospect for advisers anyway.
3 Min Read