Investment strategies

Diane Schumaker-Krieg, the global head of research, economics and strategy at Wells Fargo and a mainstay on American Banker's list of the Most Powerful Women in Finance, plans to step down at the end of the year.

Copying big banks, smaller institutions are pairing with robos to meet changing mass-affluent preferences in long-term investment products.

Patterson is typically helping investors stay abreast of what will influence their decisions in the market. But over the past year she has invested more effort in sharing her insights with those who are influencing markets — and the country — in a much more direct way.

By embracing big data, the global research division headed by Browning saw, in one year, a 700% increase in the number of research reports it was able to publish.

Under Chang, J.P. Morgan's top-rated research team produces more than 140,000 reports, models, updates and alerts annually.

The combination of algorithms and artificial intelligence has reached the forefront of investment strategy, but Diane Schumaker-Krieg isn’t ready to take human beings out of the equation.

To keep pace with its peers, Morgan Stanley is ramping up its online offerings in banking and wealth management.

Bryan Mullin, CFA, Head, Alternative Investments, RBC Wealth Management, James Waldinger, CEO, Artivest

ESG goes mainstream

Digital advice is still in its early days, says SigFig CEO Mike Sha.

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.

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.

The mobile microinvesting company offers five basic products because it wants to be known for helping customers manage saving and spending — and that's it, Noah Kerner said at In|Vest.

Data about client behavior will drive better user experiences.

Big banks and wealth managers are unwilling to sacrifice fee income and make other changes to catch up with their customers' digital demands, fintech leaders said.

In an investor-backed power play, the robo tech firm wants banks to turn to it instead of traditional core software providers as they upgrade to digital-banking-friendly technology.

They will be deployed to the branches and teach veteran brokers how to make use of the firm's new high-tech wealth management tools, the company says.

Proposed changes to Dodd-Frank's ban on proprietary trading are unnecessary and put the markets at risk.

Banks and startups compete for the same clients, as customers want one source for online checking and investment accounts.

Most big banks are launching robo-advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.