June 07, 2017

Advisor Audit Shows Fund Firms Underperform in Digital Offerings

The financial advice industry is going through unprecedented disruption. Tighter regulations, shifting client demographics, new competitors, pricing pressures and technological innovations pose many challenges. Asset management firms can be valuable partners to advisors in this uncertain environment by providing web-based resources that support FAs in their prospecting, client communication, fund research and financial plan development. […]

October 25, 2016

Alternative Providers Top Traditional Banks’ P2P Services in Our New Mobile Banking Audit

For decades, banks have for the most part competed against other banks and credit unions to be the cash management and transactional hub of the American consumer’s financial life. In recent years, however, many start-ups have emerged to challenge this position, offering inexpensive alternatives to traditional banking services. Like other financial services start-ups, these innovators […]