Our regulatory analysis shows that investment firms are subject to nearly 500 financial regulators, exchanges, and industry groups
That is why MasterCard plans to launch a pilot program soon that will scan your fingerprint and use a facial scan, or selfie, at check out.
Big banks that also provide wealth advisory services have to be watching the progress of their stealthy, smaller competitors, especially if they want to hold onto their trillion-dollar lines of business as the industry increasingly shifts digital.
New rating system enables advisors to proactively reach out to high anxiety clients ahead of panicked phone calls, avoiding reactive, emergency mode conversations.
Wealthfront was active on Twitter, reminding customers that though it can be difficult, it’s important to keep a long-term view and stay the course.