-
Perimeter security is broken, says Amber Baldet, former head of blockchain at JPMorgan Chase and founder of fintech startup Clovyr.
July 11 -
Digital advice is still in its early days, says SigFig CEO Mike Sha.
July 11 -
Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth.
July 10 -
Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.
July 10 -
New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.
July 10 -
Data about client behavior will drive better user experiences.
July 10 -
People welcome help managing their money, and they don’t mind their own data being analyzed, as long as the result is easy-to-digest information and recommendations they can act upon, JPMorgan’s Kelli Keough said at the In|Vest conference.
July 10 -
There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.
July 10 -
Even as women make up an increasing share of potential clients in the private wealth sector, only a small percentage of financial institutions are reaching out to them.
October 31First Horizon National Corp. -
Tracey Brophy Warson runs the largest segment of one of the world’s largest private banking operations, overseeing offices across the continent that manage $191 billion in assets.
September 25