Updated Tuesday, April 21, 2015 as of 2:36 AM ET
Russell the Latest to Unveil Digital Tools for Advisors
Russell Investments' new app joins the growing crowd of firms offering financial advisors digital tools to explain investment concepts to their clients.
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There are a number of steps traditional mutual funds and ETF providers can perform to take advantage of a surge in automated investing. more »
Total client assets for the wirehouse also rose to a record $2.047 trillion, edging it into the no. 1 spot past rival Merrill Lynch. more »
The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age. more »
While many banks prefer to be fast followers, RBC has a patent pending on mobile wallet technology. The goal is to secure a prominent place in customers' mobile wallets before it gets harder to do so. more »
When Apple releases its smartwatch next week, there will be apps available from at least five banks — and four of them are community banks. more »
The fast evolution of technology has many industry leaders trying to figure out whether robo advisors are a threat, a tool or something else entirely. more »
Once known just for CRM, the company has since built out a broader cloud-based suite of tools. Joel Bruckenstein checks out the new offering. more »
Wells Fargo's Mary Mack says advisors should embrace technology as the online retailer and companies like Apple and Uber have changed client expectations. more »
While financial institutions are apt to remain wary of the cryptocurrency and others like it, the industry is ready for more-controllable versions of its distributed-ledger technology, a new report argues. more »
As it launches instant payments using Dwolla, BBVA Compass joins a growing list of banks that are seeking "internal disruption" by giving innovative tech companies access to their inner workings. more »
As older clients start drawing down their wealth, the industry needs younger investors to ensure its future, says Janney Montgomery Scott CEO Timothy Scheve. more »
The billions firms spend on technology are weighted too heavily toward infrastructure, Aite Group says, and not enough on client-facing upgrades instead. more »
Just months after the Supreme Court appeared to end the legal fight over swipe-fee rules, a new battle is brewing over the interplay between mobile payments like Apple Pay and the Durbin amendment. more »
Advisors on the Move: Morgan Stanley Loses $750M Team
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