A “robo-adviser” joined MoneyGuidePro founder and chief executive Bob Curtis on stage at this week’s T3 Enterprise conference and proceeded ...

In my last post Personalized Service in the Digital World, I discussed the so-called “Robo-advisors”—the new breed of technology-driven online investment ...

We live in a real-time traffic, turn-by-turn directions, GPS world. Why do financial institutions still hand out the equivalent of ...

I spent a great couple of days in San Francisco this week hearing from 72 FinTech companies at Finovate, stay ...

Smaller and midsized banks can play in the wealth management big leagues, but they have to use some Moneyball type tactics to ...

I founded Clientific because I saw two huge opportunities in financial services. The first is helping financial institutions address the massive shifts ...