Worried that Amazon might be getting into wealth management? Don't be, said research firm Autonomous, or at least not yet. ...
Merrill Lynch Adds Document Scanning, Zelle to Mobile App Merrill Lynch added a handful of new features to its mobile app, the brokerage said in a statement on Monday. Starting this week, clients will have the ability to scan and send paper documents to their financial advisor and gain access to new spending and budgeting tools. ...
LPL Hires UBS Director To Head Business Development Independent broker/dealer LPL said Monday that it hired Richard Steinmeier to lead the firm's business development. Steinmeier, who was most recently a managing director of UBS Global Wealth Management and the chief digital officer for the unit's U.S.-based business, has also worked for Merrill Lynch and the management consulting firm McKinsey and Company. ...
