Robo advisors

‘Will software eat the world?’

12/07/18

Many digital-only robos are slowly adding human advisors.

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Why MoneyLion built an anti-bank

12/07/18

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

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Sizing up the real fintech threat to banks

11/07/18

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?

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

11/01/18

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,

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Robo-adviser pushes deeper into core banking systems

10/30/18

SigFig is partnering with Citizens Bank to launch an advice platform in its effort to become a direct competitor to legacy core systems providers.

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Spotting customer trends? Good. Tracking individual behavior? Better.

10/05/18

Glassbox, a digital customer management company based in London, allows banks like JPMorgan Chase and Bank of America to use data and analytics to study customers' behavior.

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How is your bank failing in mobile and online? This software firm wants to show you

10/04/18

Glassbox, a digital customer management company based in London, allows banks like JPMorgan Chase and Bank of America to use data and analytics to study customers' behavior.

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Smaller banks, robo-advisers join forces against brokerages

09/28/18

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

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Diana Moy: Driving tech transformation at U.S. Bancorp

09/24/18

In five years, Moy has built from scratch a thriving business unit that is focused solely on developing easy-to-use, customer-facing technology for U.S. Bancorp's wealth management clients.

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Morgan Stanley recruits Betterment exec to beef up digital strategy

09/04/18

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

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