Anthemis’ Williams: Fintechs in a race to become customers’ primary financial provider
The road to growth for consumer fintech companies is taking a platform-based route, with single-offering companies increasingly taking on a ...
Tag: Wealth Management
Betterment moves into HSAs through United Healthcare partnership
Robo-adviser Betterment is growing its enterprise business with a new product for health insurers and their customers. The New York-based ...
BofA launches hybrid human-digital investment product
Bank of America has added a human-assisted option to its digital wealth management product. With the launch of Merrill Edge ...
Wealthbox CRM Integrates with SS&C in Effort to Save RIAs Time
Wealthbox CRM, a web-based customer relations management company, believes it has the tools to save financial advisors precious time. “CRM ...
Merrill Lynch Wealth Management Adds Texting Feature for Financial Advisors
EXCLUSIVE - Merrill Lynch Wealth Management is adding a client-to-advisor texting capability to its mobile app starting next month. For ...
Beijing-Based PINTEC Launches Robo-Advisory Solution Pivot in Singapore
EXCLUSIVE - With the launch of PIVOT Technology Solutions, Beijing-based fintech PINTEC is bringing a variation of its well-established Polaris ...
BNP Paribas Gains Majority Stake in Belgian Robo-Advisor Gambit Financial Solutions
Belgian robo-advisor Gambit Financial Services will become the partner for robo-advisory solutions in the French bank BNP Paribas Group's retail ...
Join Us for a Twitter Chat on Robos, Featuring WiseBanyan
Automated digital advisors -- also known as robos -- have enjoyed the fintech spotlight from both startups, and more traditional players. Each one ...
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 ...
Credit Comes to the Roboadvisory World with Wealthfront’s Loan Service
Getting a line of credit from a bank is so passe -- try a wealth management service with a robo-advisor. ...
