UBS Launches Robo-Advisor among Limited Fanfare

On April 5, UBS Wealth Management became the most recent incumbent brokerage to join the automated investing foray. This increases the number of firms that offer automated investing platforms in Corporate Insight’s e-Monitor coverage group to 11 (70%), with full-service firms like Morgan Stanley, Wells Fargo Advisors and Merrill Lynch (through Merrill Edge) launching platforms […]

March 2018 Trends & Highlights: Women’s History Month, Technology and TD’s Transition of Scottrade

TRENDING Women’s History Month – 15 firms across multiple industries addressed Women’s History Month, with nine posting on Facebook or Twitter for International Women’s Day on March 8. Ally Invest, TD Ameritrade and Charles Schwab promoted International Women’s Day on multiple social media platforms and linked to relevant articles. Merrill Edge tweeted an infographic asserting […]

After Enhancing Retirement Readiness Resources, Firms Turn Their Attention to Holistic Financial Wellness

After bolstering their retirement readiness resources, firms have now moved to improve their general financial wellness educational offerings. In recent weeks, Voya Financial and John Hancock introduced new financial wellness tools and refined existing resource organization, making their general financial education suites more robust and easier to browse. John Hancock rebranded the My Learning Center […]

A Step into the Future: Firms Arm Advisors with Texting and Social Media Capabilities

Although the life and annuity industries typically lag behind other financial industries in terms of technology adoption, two firms are enhancing their communication techniques to reach new and existing clients. In November, Voya launched a new service to enhance its texting communications for advisors. The service allows advisors to text their clients to arrange future […]

Digital Platforms Take Initiatives to Help the Unbanked

A large proportion (73% of the population) of Southeast Asian consumers are classified as either underbanked or unbanked. While the underbanked have some form of insufficient representation by financial institutions, the unbanked have no deposit accounts and inhibited access to basic financial services. Some of these individuals rely on cash or other alternatives like payday […]