FinTech
   View Web Version  |  Add to Safe Sender List
FinTech Report FinTech
 

July 22, 2016

Wells Fargo Plans to Start Robo-Advisory in 2017, COO Sloan Says

Doug Alexander | Bloomberg

Wells Fargo & Co., the world’s most valuable bank, plans to start a robo-advisory service in 2017, Chief Operating Officer Tim Sloan said.

FULL ARTICLE


Now You Can Check Your 401(k) on Your Apple Watch! OK, Who’s Into It?

Suzanne Woolley | Bloomberg

Empower Retirement and TIAA seem to have the first Apple Watch apps tied to retirement savings plans overseen by major workplace plan providers.

FULL ARTICLE


Creating an Effective Digital Estate Plan

Christopher Steele

The average user possesses upwards of 90 online accounts. What exactly happens to those accounts when your clients die?

FULL ARTICLE


Wealth Management Wire

FinPlan Shootout: Finance Logix Review

Wealth Management Today

Smart financial advisors know that the best way to keep their clients from panicking is to have them buy-in to a comprehensive financial plan.

FULL ARTICLE


 

WHITE PAPERS