Tag: financial planning

Wells Fargo wants to boost engagement between its financial advisors and clients, in more convenient ways, to foster connection and loyalty. Wells Fargo wants its wealth management clients and their advisors to stay more closely connected.  The bank is rolling out LifeSync, a digital platform that lets users create and track financial goals while notifying advisors […]

Writing your will isn’t typically an easy, cheap, or uplifting exercise, which could be why more than two-thirds of Americans have no estate plan. A handful of big FinServs are strategically funding a startup that wants to change that by making estate planning a more accessible aspect of financial management. With the “great wealth transfer” […]

AI-based tools for financial advisors can automatically integrate their client’s objectives, priorities, and risk tolerances, saving significant time for planners while providing more personalized advice for people, too.  Fidelity International Strategic Ventures, BNY Mellon, and RBC all contributed to the $24 million CAD funding round of Conquest Planning, a tech platform that aims to modernize […]