Bobsguide

MAY 5, 2020

However, the investment management sector heavily relies on customer preferences as well as on the ability of the sector to adjust to industry standards, so technology evolution is usually the least of the wealth management firm’s concerns, or isn’t it? How has technology reshaped the.

Management 155

Management Industry Technology 155

Bobsguide

MAY 26, 2022

Generation Life – a leading life insurance company that’s been providing Australians with tax-effective investment solutions for over 18 years – has launched its innovative new lifetime income solution, known as Generation Life LifeIncome, on GBST’s cloud-based wealth administration platform, Composer.

Technology 148

Technology Management Innovation User Experience 148

Perficient

APRIL 24, 2024

Uncovering the Challenge: Relying on Spreadsheets for Portfolio Analysis A leading wealth and asset management firm recently sought our financial services expertise for a critical challenge. Customer Experience: Understanding advisors’ and managers’ needs, we tailored solutions to elevate service and engagement.

Strategy 440

Strategy Data Analysis Operations 440

Bank Innovation

MARCH 24, 2017

The wealth management startup Grain went live with its 2.0 version in the iOS app store this week. Grain is also live on Product Hunt. amplifies and advances its “social investing” strategy and service.

Management 210

Management Strategy social media Online 210

Bank Innovation

MARCH 6, 2016

This year can be characterized as the year that whispers about trends in “Digital Wealth management” have become loud echoes, everywhere.

Management 150

Management Trends Fintech Marketing 150

The Paypers

FEBRUARY 4, 2024

UK-based fractional bond trading platform WiseAlpha has announced the launch of its new wealth management site and white-label solution.

Management 41

Management 41

BankInovation

FEBRUARY 23, 2022

Scotiabank has launched a new cloud-based wealth management tool for both advisors and retail customers that leverages artificial intelligence (AI) and machine learning to make and monitor investment goals.

Tools 96

Tools Management Retail 96

Bank Innovation

JUNE 13, 2016

Wealth management will be the focus for Yodlee this year, and robo-advisory may well be a part of it. Yodlee has said before that the acquisition by Envestnet created an opportunity for the data aggregator to dive into the wealth management space. It is now a part of a larger Read More.

Management 150

Management Data Innovation Technology 150

PopularBank

FEBRUARY 19, 2021

As we look to the year ahead, diversifying wealth management needs and client expectations continue to challenge financial consultants and advisors. The Great Wealth Transfer will continue to drive diversifying wealth management needs in 2021. Our Wealth Management team is here to help.

Meeting 98

Meeting Management Millennials Industry 98

Bobsguide

MARCH 23, 2022

Profile: Sponsor of the 6th Digital Integration in Wealth Management Conference, UK. The conference will bring together experts from top wealth management and private banks across the UK and Europe. The conference will bring together experts from top wealth management and private banks across the UK and Europe.

Conference 78

Conference Management Software User Experience 78

Bank Innovation

MAY 20, 2016

robo advisory — is a trend to “watch closely,” according to Kate Randall Danella, Regions Bank’s newest head of private wealth management. Digital advisory — a.k.a. But adoption by the bank is likely years away. It’s a space we are watching closely and having conversations now. We look into how Read More.

Regional 199

Regional Management Trends Operations 199

American Banker

MARCH 25, 2024

billion-asset MCU in New York is working with Ameriprise Financial Institutions Group to connect members with the firm's network of digital advisors and offer investment planning options alongside its suite of traditional products.

Management 83

Management New York Groups Fintech 83

Bank Innovation

JULY 15, 2016

Wealth management has historically been a good source of revenue for banks, but it carried a significant cost, too. A new deal announced this week between wealth management firm Personal Capital and BancAlliance, a network of 200 Read More.

Capital 150

Capital Management Resources Online 150

Bank Innovation

APRIL 6, 2016

The branchless financial institution Ally Bank is expanding its offerings with the upcoming acquisition of TradeKing, a wealth management platform, announced yesterday. Ally had floated this ambition back in February. Ally has been adding to the functionality of its mobile app at a fast clip recently.

Management 150

Management Mobile Millennials Operations 150

ABA Community Banking

FEBRUARY 24, 2021

From the ongoing generational wealth transfer to new "wealthtech" solutions and investor demands for sustainability and diversity, big changes are happening in the wealth management sector. The post Podcast: The Changing Faces of Wealth Management appeared first on ABA Banking Journal.

Management 59

Management Leadership Community Bank Community 59

PYMNTS

MARCH 16, 2018

regulators’ investigations into Wells Fargo ’s sales practices has expanded into the financial institution’s wealth management operations, according to news from The Wall Street Journal. Some of those sources also said the Federal Bureau of Investigation is speaking with some employees in the wealth management unit.

Management 101

Management Conference Regulation Report 101

BankInovation

JUNE 30, 2022

TD Bank is aligning wealth management across physical and digital touchpoints as 2022 steams ahead. wealth shared […]. TD Bank, a Cherry Hill, N.J.-based based subsidiary of $1.73

Management 52

Management Tools Groups Data 52

American Banker

NOVEMBER 16, 2023

What do younger clients want from wealth managers? Katy Knox, president of Bank of America's Private Bank, sits down with American Banker Editor-in-Chief Chana Schoenberger to discuss the future of high-net-worth investing and what clients are looking for now.

America 56

America Management 56

PYMNTS

DECEMBER 23, 2020

In today’s top news in digital-first banking, Goldman Sachs is testing out a wealth management program for the general public, while PayPal will allow customers to cash in their next stimulus checks without a fee. Goldman Sachs Testing Wealth Management App For The Masses.

Management 141

Management Conference Lending National 141

CB Insights

JANUARY 25, 2021

Europe-based wealth tech companies are leveraging online platforms, software, and other tools to provide alternative ways for retail investors and advisors to invest or manage money. Although 2020 wealth tech funding in Europe dipped from the highs set in 2019, it outpaced 2018 levels by 20%. Want the full expert post?

Management 77

Management Company Software Tools 77

Bobsguide

APRIL 11, 2019

The digital era is evolving in the wealth management sector, leading to a dynamic increase of AI and robo-advisory tools. Artifical intelligence is set to transform businesses in ways we’ve not seen since the industrial revolution. 25% of 600 banking professionals, surveyed by.

Management 92

Management Survey Tools Industry 92

BankInovation

OCTOBER 9, 2020

The coronavirus pandemic has transformed wealth management.

Management 98

Management Innovation Technology 98

CB Insights

SEPTEMBER 30, 2020

Wealth tech companies are reshaping the way retail and institutional investors manage wealth. The space has gained momentum in 2020, with wealth tech companies raising $3.4B The post Wealth Tech Market Map: 110+ Companies Building The Next Generation Of Wealth Management Tools appeared first on CB Insights Research.

Tools 80

Tools Management Marketing Company 80

American Banker

FEBRUARY 3, 2021

Scott Ford is the new president of the 1,400-employeee wealth management unit that caters to affluent clientele of the Minneapolis company.

Minneapolis 83

Minneapolis Management Company 83

Bobsguide

AUGUST 1, 2018

Differentiation in delivering advanced customer experience in the wealth management industry is becoming of paramount importance, as the offering is niche and the market needs are constantly changing. To effectively address competitive challenges, Wealth Management firms tend to deploy technologies.

Management 104

Management Customer Experience Industry Technology 104

BankInovation

JUNE 25, 2021

This week’s funding rounds added wealth management referral platform SmartAsset to the ranks of fintech unicorns, while a European payments provider, Indonesian BNPL player and South Korean financial app company respond to the demand for regional digitalization.

Management 59

Management Regional Capital Fintech 59

Insights on Business

NOVEMBER 16, 2016

Most people who know the name Branch Rickey know him as the president and general manager of the Brooklyn Dodgers who played a key role in helping Jackie Robinson break the Major League Baseball color barrier in 1947. In fact, design is central to our mission of helping wealth management firms innovate in an era of digital disruption.

Innovation 117

Innovation Management User Experience Leadership 117

BankInovation

APRIL 8, 2021

Financial advice technology firm Envestnet today announced its acquisition of Harvest Savings & Wealth Technologies, a platform that provides automated personal savings tools and wealth management solutions to banks and financial institutions.

Tools 75

Tools Management Technology Data 75

American Banker

SEPTEMBER 8, 2023

Ant Group unveiled an artificial intelligence tool to use for wealth management and insurance services, joining the race for next-generation AI.

Management 36

Management Tools Groups Technology 36

Let's Talk Payments

NOVEMBER 21, 2017

The year 2017 was the most pivotal year for wealth management – technology startups shot themselves in the foot, empowering the next wave of transformation in one of the most.

Management 110

Management Industry Fintech Technology 110

PopularBank

SEPTEMBER 23, 2020

Joseph Culotta Brings More Than 18 Years of Leadership and Wealth Management Expertise to Popular Bank. NASDAQ: BPOP) and one of the nation’s premier banks, announced today the appointment of Joseph Culotta as Director of Wealth Management for Popular Investments. I look forward to being a part of this legacy.”.

Management 52

Management Leadership New York New Jersey 52

Bobsguide

OCTOBER 18, 2018

The wealth management industry is struggling with a changing customer demographic in which a new generation of tech-savvy clients have higher expectations of the products and services they receive. That’s according to Gautam Samanta, global head of BFS at NIIT Technologies, the global IT.

Management 76

Management Industry Technology 76

BankNXT

SEPTEMBER 21, 2017

Nipun Jasuja interviews Tobin McDaniel of Schwab Wealth Investment Advisory, who shares his views on the evolution of wealth management in the US. Tobin McDaniel on the evolution of wealth management in the US on BankNXT.

US 102

US Management Fintech 102

The Paypers

NOVEMBER 1, 2022

Indonesia-based Bank Central Asia has planned to migrate its wealth management system to Avaloq , a Switzerland-based provider of digital banking solutions, according to The Asset.

Management 41

Management Digital Banking System 41

Bobsguide

MARCH 20, 2018

bobsguide reporter, Dave Beach, recently attended the Objectway 2018 wealth management conference in Rome. After a great pollo parmiggiano and a tour of the Sistine Chapel he made his way to the conference with one question in mind: What’s up with wealth management digitisation?

Management 99

Management Conference Report 99

CB Insights

DECEMBER 15, 2020

Change has been long overdue for the wealth management industry, which is facing growing competition, outdated legacy tech , thinning margins , and an aging client base. Despite the pandemic, 2020 has been a record year for wealth tech companies. Below, we dig into emerging trends in the wealth tech industry. First name.

Management 87

Management Fintech Industry Trends 87

American Banker

JULY 19, 2023

Under Jennifer Auerbach-Rodriguez's leadership, Merrill released a report, "Seeing the Unseen: The Role Gender Plays in Wealth Management."

Management 36

Management America Leadership Report 36