The moves are seen as setting the stage for CEO James Gorman’s eventual retirement; banks outside the U.S. are suffering from the greenback’s recent rise.
The mobile point of sale pioneer Square has done much to expand its product range to stay competitive, and a few of those efforts have made the company more of a direct threat to banks.
Panelists: Deborah Waters, Global Head of Private Bank Operations and Technology, Citi; and Kraleigh Woodford, Managing Director Head of Digital Client Experience UBS WM USA.
Panelists: Ron Carson, Founder and CEO, Carson Group; Marthin De Beer, CEO, BrightPlan; Angela Pecoraro, CEO, Advicent; Eduardo Queen, Director of Digital Investing, Wells Fargo Advisors.
