Bank Innovation

JULY 27, 2018

Millennials are expected to have $20 trillion in wealth by 2030, according to a July 2018 CB Insights study. Currently, millennials’ combined financial assets come up to $4.5 Marketing investment options and robo-advisors to this mobile-centric group will require a specific strategy. trillion in wealth.

Millennials 277

Millennials Study Strategy Mobile 277

CB Insights

JULY 25, 2019

Fintech is often associated with digital tools targeted at tech-savvy millennials. Download the free report to find out how fintech is shaping the future of wealth management and investing. Money management tools are helping people stay independent. Money management tools are helping people stay independent .

Millennials 73

Millennials Fintech Tools Fraud 73

Banking 2020

FEBRUARY 17, 2015

For everyone from lazy millennials in the suburbs to disadvantaged denizens in under-developed regions, this is a game-changer. It’s not in dispute that many aspects of life that previously took time now can be managed in seconds with a few clicks on the smartphone or tablet, yet it’s still a drag opening a bank account.

Mobile 40

Mobile Online Millennials Course 40

Gonzobanker

DECEMBER 20, 2019

billion of assets under management. Hats off the Schools Financial’s board and management for acknowledging that even multi-billion dollar credit unions can drive value via merging with someone bigger. We salute CEO Frank Weidner, CIO David Mason and Strategic Insights Manager Mike Lindberg for taking this big strategic step.

Idaho 148

Idaho Conference Data Marketing 148

CB Insights

SEPTEMBER 4, 2019

Popular media coverage of millennials often fixates on the industries the generation is allegedly killing and their supposed fiscal irresponsibility. Some industries benefiting from millennials’ increased spending power, such as travel, reflect well-worn Gen Y tropes like the general preference for “experiences” over things.

Millennials 78

Millennials Industry Branding social media 78

MyBankTracker

JULY 14, 2020

So if you want to retire in 2055, don’t pick a target date with the number 2030 or 2070 in it. You can open up a target-date fund at an online brokerage or with a fund manager. You aren’t the one managing the money. Your portfolio will be professionally managed. Not all funds are the same.

Strategy 52

Strategy Comparison Management How To 52