Mobile apps and websites have become the first resources that investors consult to review their investments, make transactions and conduct research, with apps particularly popular among younger investors, according to a new survey by J.D. Power.
The Department of Labor finalized a new rule regarding environmental, social and governance investing and a fiduciary’s proxy voting activity under the Employee Retirement Income Security Act.
Banks are looking to leverage the growing name, image and likeness universe.
Banks of all sizes access the innovation ecosystem through in-house development, fintech partnerships, acquisitions and venture investment. Huntington Bank does all four.
A successful strategy for banks is one that prioritizes personalization and relationship-building via social media.
Last week, the IRS announced that its soon-to-be final regulations on required minimum distributions will apply starting next year.
A recent survey of nearly 1,600 U.S. adults found that nearly two-thirds of respondents are open to the idea of using algorithm-driven financial planning services, or “robo-advisers,” for managing investments but very few do so.
Keeping boomers as a key focus for customer engagement efforts should be a no brainer. What does that entail for banks?
Forty-four percent of homes have female breadwinners, and women make up a large and growing share of high earners, but wealth management providers don’t always tailor their advice and services to this reality.
ABA sent a letter to Senate Finance Committee leaders in support of the Enhancing Retirement Now Act, which would significantly improve retirement savings for Americans. “