The wealth management sector has seen a wide range of new technology in the operating environment combining the physical, digital and biological worlds. In this discussion, Financial Planning Editor-in-Chief Chana Schoenberger sits down with Koley Corte, senior vice president and global head of business transformation at Alliance Bernstein, Edward Jones Principal Zar Toolan and Stefan Savov, senior vice president of Kasisto to discuss what's really working in client and advisor experience, how to design tech for experience and adoption, and best practices for building and designing around the customer.
-
Banking experts said that none of the currently circulating stablecoin proposals adequately address concerns about the overlap between banking and commerce and how a stablecoin issuer would go through insolvency.
6h ago -
The Federal Housing Administration also instituted a new language preference requirement that servicers must observe in transfers.
10h ago -
At an industry conference, Consumer Financial Protection Bureau Director Rohit Chopra said he was open to suggestions on how to increase choice and competition to benefit mortgage lenders and borrowers.
10h ago -
One year after it bought First Republic Bank, the largest U.S. bank by assets is launching J.P. Morgan Private Client, a new tier in its affluent-consumer services that brings together JPMorgan's brand with First Republic's concierge model.
11h ago -
Criminals breached a third-party database storing Santander customer and employee information, a type of intrusion that banks are increasingly facing.
May 20 -
The Florida-based bank, which has been expanding across the South, would enter major markets such as Dallas and Houston with its planned all-stock acquisition of Independent Bank Group.
May 20