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In addition to launching an automated investing app, the bank created a dedicated adviser unit to provide personal service to customers when they need it.
September 11 -
Despite the growth of digital advice, there's resistance to the business inside banks because of internal politics and a lack of data sharing, the company's CEO says.
September 4 -
Traditional players are getting innovative, and upstarts are becoming more sophisticated. The survivors will be companies that offer consumers an array of easy-to-use services, a venture capitalist says.
August 28 -
United, which helps retirement-age savers find the best ways to manage their wealth, is Capital One's answer to a flurry of similar deals made by rivals.
August 16 -
The workers charged customers incorrect currency conversion rates; Santander plans to defend its decision not to hire Andrea Orcel if he sues.
July 24 -
Several wealth management firms, including Marcus by Goldman Sachs and Wealthfront, have launched banking products to complement their investment services.
July 23 -
Lenders have learned that automated wealth management tools enhance financial advisers' interaction with clients and can bring in more business.
July 19 -
The offering would mirror a similar move by Charles Schwab to offer clients a new pricing plan for its robo service.
July 16 -
Whether it’s applying for a loan through a mobile app or building an investment portfolio via robo adviser, users want to know they can quickly and easily speak to a human being if they run into problems, top executives said at American Banker’s Digital Banking conference this week.
June 20 -
Galileo Processing has created a digital banking product that seeks to provide wealth managers with the offering they generally lack: an in-house savings account that pays competitive rates.
May 21