Robo-Advising on the Rise Among Full-Service Millennials
One fourth of full-service millennial investors have either tried, or are actively using, a robo-advisory platform, according to a new ...
Tag: Wealth Management
Grain Releases v2.0 of Its Wealth Management App
The wealth management startup Grain went live with its 2.0 version in the iOS app store this week. Grain is also live ...
Synechron Launches AI Tool Suite for FIs
Neo has arrived. Global financial service consultancy Synechron has launched its Neo "accelerator" suite today, a set of 14 artificial ...
Ally Gets 250K Customers from TradeKing
Ally Financial is not just an auto lender any longer. In fact, according to the bank’s CFO, Chris Halmy, the ...
Sofi, Quovo Show Off Wealth Management API
A quick, seamless API for wealth management customer authentication and data aggregation may not fix all of SoFi’s problems, but ...
FIs are Getting Good at Mobile Service (But Not Great)
Customers are ready to acquire their banking products through mobile. And banks are preparing too -- just very slowly. The ...
Top 4 Fintech Funding Rounds: Hopper, Memebox, Personal Capital, NoBroker
With the holiday season in full swing it seems fintech investors are spreading the cheer. From fare-predicting apps to e-commerce ...
Riskalyze Pulls in $20 Million Series A, Has No Plans To Go Public
From almost the very beginning, Riskalyze has had the look and feel of a winner. Which can mean only one ...
Citi Shows Off the Eye-Popping Power of Virtual Reality for Trading [VIDEO]
We'll say this: virtual reality trading looks cool. Citigroup released a video earlier this week that shows the potential (tremendous) power ...
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 ...
