MFEA Digital Council 2017: Content Engagement and Tech Relevance

We recently attended MFEA’s Digital Council conference in Denver, hosted by Janus. The event included a host of interactive presentations, expert panels and breakout meetings that provided an open forum for industry leaders to share their challenges and successes in content marketing. When it comes to content generation and marketing, many Digital Council attendees identified […]

Bespoke Financial Advice Is Possible: Brokerages Look to Improve Advisor Search Tools

While most financial advisor search tools fail to differentiate themselves or innovate, some brokerage firms are pushing that status quo. As recently as this past month, firms like Merrill Lynch and Morgan Stanley have updated their advisor search tools to better integrate third-party technology and address customers’ specific financial needs, setting a new standard for […]

Bank of America Opens Automated Branches for Digital Banking

Bank of America recently rolled out its first three automated banking centers in Minneapolis and Denver, coming at a time when many banks, BofA included, have closed branches to cut costs. So, what exactly is an automated branch, and what services does it provide (or fail to provide) its banking customers? When you walk into […]