Fintech
Panelists: Renée D. Brown, CMO, Retail Financial Services, TIAA; Steven Dorval, President, John Hancock Personal Financial Services; Matt Fellowes, CEO, United Income; Roger Lee, CEO and Co-Founder, Human Interest
-
Digital advice is still in its early days, says SigFig CEO Mike Sha.
July 11 -
Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.
July 10
-
New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.
July 10 -
Data about client behavior will drive better user experiences.
July 10 -
There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.
July 10 -
FutureFuel.io CEO Laurel Taylor and Edmit.me CEO Nick Ducoff discuss approaches to helping students repay their loans and make good debt decisions.
July 3 -
Julieann Thurlow, CEO of Reading Cooperative Bank, argues that tech-savvy lenders like SoFi can draw in low-risk borrowers with a fast, simple online process.
June 5 -
Latest: how a possible trade war might impact fintechs; how U.S. exchanges have adapted to blockchain tech.
May 29 -
Moody’s lead analyst Fadi Massih shares what he looks for when deciding how to rate banks, including traits that could help them withstand fintech competition.
May 24
