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BofA’s one app to rule them all is coming this year: Marketing head Tyrie

BofA’s one app to rule them all is coming this year: Marketing head Tyrie

Many of the largest banks are similarly rolling all their product lines into one consumer app. The challenge: It’s difficult to make the customer expe...
5 trends sweeping digital banking now

5 trends sweeping digital banking now

"Online banking is being supplanted as the go-to channel — at least for the routine financial chores. This will require continued investment in mobile...
Betterment's new CEO spices up baked potato robo menu with self-directed crypto allocations; one guru calls it a 'square peg' in round hole, but Morningstar analyst sees 'leapfrog' potential

Betterment's new CEO spices up baked potato robo menu with self-directed crypto allocations; one guru calls it a 'square peg' in round hole, but Morningstar analyst sees 'leapfrog' potential

Levy is simply be doing more to keep the firm in touch with its clients, says Will Trout, director of wealth management at Livonia, Mich., consultancy...
Can payment automation help heal the supply chain?

Can payment automation help heal the supply chain?

"The corporate entities have different procurement and payment processes, and they may not always follow best practices. That makes it hard for banks ...
Charles Schwab & Co. registers TD Ameritrade brokers to rep Schwab products and to retain clients who chose to convert to 'Schwab'

Charles Schwab & Co. registers TD Ameritrade brokers to rep Schwab products and to retain clients who chose to convert to 'Schwab'

  • Date: February 8, 2022
  • Thought Leadership by: Greg O'Gara
The acceleration of putting TDA reps under Schwab registration also helps Schwab by reducing uncertainty and cutting the risk of client and rep attrit...
Fidelity Updates Wealthscape Platform, Integration Xchange

Fidelity Updates Wealthscape Platform, Integration Xchange

“Fidelity has had a big footprint for a while in the RIA space, but while the RIA market continues to expand I don’t get the impression that their com...
After the acquisition spree

After the acquisition spree

Daniel Gonzalez, research analyst and consultant with California-based Javelin Strategy & Research in Toronto, agreed: “The risk for CI is paying the ...
Inside iCapital’s $497 million in fresh funding

Inside iCapital’s $497 million in fresh funding

A reason for the increased interest in iCapital is tied to the explosion of the alts market. Advisers holding between 5% to 10% of holdings in alterna...
Debit cards for kids and teens: Everything you need to know, plus our picks

Debit cards for kids and teens: Everything you need to know, plus our picks

  • Date: December 20, 2021
According to a 2018 study by Javelin Strategy & Research, more than one million children were victims of identity theft in 2017, at an estimated cost ...
What does Jack Dorsey's departure as Twitter CEO mean for Square?

What does Jack Dorsey's departure as Twitter CEO mean for Square?

  • Date: November 29, 2021
  • Thought Leadership by: Daniel Keyes
"Square is well positioned in the financial services space to do a lot of things," said Daniel Keyes, an analyst at Javelin Strategy & Research. "Whil...