SoFi Is Building the ‘Banking Model’ of the Future
Relationship-banking is top-of-mind for financial institutions, but in many cases, that does not translate into real actions. That’s according to ...
Tag: robo advisory
BNP Launches Digital Investment Advisory Tool
BNP Paribas Wealth Management is testing a new mobile investment advisory tool, myAdvisory, the company said yesterday. The app offers ...
Top 5 Robo Headlines of 2016
Partnerships, funding rounds, startups, acquisitions – robos have had a busy year. More and more companies jumped on the robo-advising ...
Schwab’s Robo Success Depends Largely on Humans
In the transition from in-person advice from financial planners, to a fully robo experience available at your fingertips, there is ...
Humans Hold Hands as Robos Invade Wealth Management
In an environment of changing demographics and continuing emergence of robo-advisors, the role of a human advisor remains crucial. This was ...
Yodlee’s Wealth Management Focus Involves Some Robos
Wealth management will be the focus for Yodlee this year, and robo-advisory may well be a part of it. Yodlee ...
SigFig Deal Shows Banks Love Robo-Advisors
More and more companies are jumping on the robo-advising bandwagon. Santander InnoVentures, the fintech venture arm of Santander Group, together ...
Wealth Management Still a ‘People’s Business,’ New Regions Exec Says
Digital advisory — a.k.a. robo advisory — is a trend to “watch closely,” according to Kate Randall Danella, Regions Bank's ...
