The largest turn-key asset manager added five new features that utilize the firm’s vast stores of client information. (Financial Planning) Read More

2. Salesforce says AI can pinpoint unhappy clients

The CRM giant is rolling out an analytics platform designed specifically for wealth advisors. (Financial Planning) Read More

3. JPMorgan, Microsoft strike blockchain partnership

The bank is hoping the venture will encourage more companies to use Quorum, the Ethereum-based technology it built five years ago. (American Banker) Read More

4. TD Ameritrade expands lineup of commission-free ETFs

The free trades demonstrate one way the brokerage industry is grappling with an ongoing race to offer products at the lowest price. (Financial Planning) Read More

5. After JPMorgan Twitter bungle, how should banks talk about personal finance?

After a tweet drew backlash from customers and politicians, questions arose about how financial institutions should couch messages on social media. (American Banker) Read More

6. What works, what doesn't in mobile banking apps

Mariel Beasley, co-director of Duke University’s Common Cents Lab, who studies consumers’ financial behavior, says savings "nudges" often fall flat. Here's why. (American Banker) Read More

SPONSOR CONTENT

Give your firm a technological step-up

Customize your platform and potentially offer more value to your clients. With access to over 100 third-party integrations, Integration Xchange delivers solutions to help your firm stand out.

» LEARN MORE NOW

Hot Mic

Why the future is all about subscription fees: Q&A with In|Vest speaker Anders Jones

Q: Is a flat-fee pricing model catching on?

A: For a long time in retail services, value has not been aligned with the price paid.

» Read more

On the Agenda at In|Vest 2019

5 industry trends reshaping financial advice

The recent rise of digital platforms has called into question the relevance of financial advisors and the viability of current advisory business models. In|Vest 2019 welcomes wealth management's resident guru Michael Kitces to look at how technology is once again driving major changes in the business model of financial advisors.

Learn more | Register

Raising Capital

Alternative core-technology providers catch the eye of venture capital firms

Aging systems have become a "pain point" in financial services and newcomers are trying to push aside traditional vendors. (American Banker)