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The digital bank is expanding its investment offerings with a lower-risk, fee-free level of options trading.
October 2 -
Bank clients of Jack Henry's digital platform provider Banno can offer stock rewards programs directly to their customers via a partnership with Bits of Stock.
September 8 -
Come the second quarter of 2024, JPMorgan Automated Investing will be no more.
December 12 -
Investors think the billions being shelled out to keep up with the likes of Amazon might be better spent elsewhere.
February 5
Oliver Wyman -
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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 -
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.
June 18 -
Webster Bank’s partnership with the national broker-dealer LPL is a reversal of its initial opposition to robo-advisers. It is the latest regional bank to enter a market first claimed by the biggest banks.
February 13 -
Banks plan to spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.
December 27 -
Banks plan to spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.
December 26 -
Bank of Canada governor says digital currencies could cause “significant disturbance”; JPM testing quantum computing's abilities.
December 15 -
Millennials want mobile-first digital advice, and will invest millions on such platforms.
September 26 -
KeyBank is the latest to join the robo-adviser trend. Its investment services unit just announced a partnership with Jemstep, which is eager to do more such deals with banks now that it is owned by Invesco.
August 15 -
Advancements aimed at speeding the flow of information by eliminating manual processing are helping the global custody bank attract new clients and win more business from existing ones, fueling revenue growth and improving efficiency.
July 27 -
The firm built a product to match the current moment, which is political, says CEO Hardeep Walia.
March 8 -
MarketRiders is the latest digital platform aimed at a specific minority investor community.
March 1 -
Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.
January 24















