Banks are realizing that by pairing automated rebalancing and algorithmic advice with phone advisor consults, they can win over younger, digital-savvy investors without a high price tag. The likes of JPMorgan, Ally Financial, Truist, and Bank of America have all expanded from offering standard automated robo-advising to providing supplemental personal consultations with financial advisors. Clients […]
Tag: JPMorgan
With startups increasingly staying private longer, banks can benefit from expanding their services and bonding with companies early. JPMorgan just launched a new platform called Capital Connect to strengthen its connections with young, venture-backed companies that could eventually swell into major enterprises. The platform aims to simplify the fundraising process for startups, allowing them to […]