FINANCIAL PLANNING

1. A thousand digital office visits? How virtual recruiting efforts are paying off

By Ryan W. Neal 3 min read

Ameriprise, for example, has hosted more six times as many advisors virtually than it did in person last year. Read More →

FINANCIAL PLANNING

2. Who actually uses robo advisors? New data reveals surprising answers

By Ryan W. Neal 2 min read

It also suggests digital advice providers “have only a few years to achieve critical mass, or they will be sold for parts like Motif and Folio Financial,” says one expert. Read More →

AMERICAN BANKER

3. Consumers are relying more on finance apps, survey finds

By Penny Crosman 3 min read

A survey conducted by Harris Poll and commissioned by Plaid found that 60% of U.S. adults are using more apps to manage money since the onset of the pandemic. Read More →

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HOT MIC

Transforming wealth management with the right M&A deal

Q: If there is a sustained downturn, what would be the impact on M&A?

A: “Some of the businesses in this industry are over-levered, and it will cause some pain for some firms. But for the ones that are running at healthy, double-digit margins right now and can withstand that compression, it’s going to create a lot of oppportunity,” says Rick D'Amico, managing partner of Merchant Credit Partners.

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Raising Capital

Which fintechs will survive the pandemic?

By Penny Crosman 5 min read

Business models and adaptability will determine the success — or failure — of financial technology companies as they deal with fallout from the coronavirus outbreak. Read More →

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