Wealth management

From AI to ROI — Using artificial intelligence to grow client relationships

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.

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.

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.

After the Cincinnati bank started a personal assistant service for new mothers, it learned new parents needed help with budgeting, and that motivated it to team up with a Goldman Sachs firm to establish a financial wellness program for all its employees.

Founders of the startup digital bank Cogni say they have the formula for reaching Uber drivers and the like, but observers warn it's a group that won't be easily won over.

FutureFuel.io CEO Laurel Taylor and Edmit.me CEO Nick Ducoff discuss approaches to helping students repay their loans and make good debt decisions.

Saburo Araki said he's giving a high priority to what he describes as the difficult task of stamping out staff harassment since he took over in April as head of Mitsubishi UFJ Financial Group's brokerage venture with Morgan Stanley.

Peapack-Gladstone has agreed to buy Lassus Wherley & Associates, which has offices in New Jersey and Florida.