Robo advisors

Goldman Sachs plans wealth product aimed at mass affluent


The investment platform, which is in the early stages of development, will be part of Marcus, the consumer bank Goldman launched in 2016.


SigFig makes digital advice the centerpiece of new platform


The system is designed to help banks deliver more personalized financial advice and is meant as a challenge to traditional bank technology vendors.


Banks try new tools to learn what doesn't click in digital


Page views and sales results don't explain which customers do what, and why they do things (or don't do them), in online and mobile banking.


Options-trading fintech wins backing from big and small banks


Gatsby, which has built an app to let novice investors buy puts or calls, has received funding from Barclays, Radius Bank and others. Radius is considering offering the service to its customers.


EU fines Mastercard; Why climate change worries BofA


The bloc said the company artificially raised interchange fees in Europe; weather changes that increase flood risks may mean defaults on mortgages.


10 ways technology will change banking in 2019


The coming year will bring a wave of data-sharing deals between banks and fintechs, increased bank use of automated advice, marked changes to financial jobs as a result of automation, and much more.


‘Will software eat the world?’


Many digital-only robos are slowly adding human advisors.


Why MoneyLion built an anti-bank


Ninety million Americans have an adversarial relationship with their finances, says Dee Choubey, CEO and founder of MoneyLion.


Sizing up the real fintech threat to banks


Will it be a bigfoot from Amazon, Google and Apple, or death by a thousand bites from niche rivals? Or can banks rally and fend off the insurgents?


‘What happens when the music stops?’: John Taft at Baird


The financial system is safer than it was 10 years ago, says John Taft, vice chairman of Baird. But there are still risks lurking unseen in areas like ETFs,