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More digital competition, tougher tech choices and a completely new generation of customers are just some of the challenges facing bankers in the near future.December 12
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Wealthfront will add third-party mortgages to its investing platform, while Varo Money says robo advice and mortgages are in its long-term plans.December 3
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A new partnership will let some community banks and credit unions roll out robo-advice platforms without a significant investment of their own.November 7
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Software creates a portfolio for bank customers that could be designed to support, say, efficient energy sources or refugees and avoid investments clients consider objectionable.October 8
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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
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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
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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
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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
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Several wealth management firms, including Marcus by Goldman Sachs and Wealthfront, have launched banking products to complement their investment services.July 23
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Lenders have learned that automated wealth management tools enhance financial advisers' interaction with clients and can bring in more business.July 19
