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5 Takeaways from the Unleashing Innovation Panel at #G2I2018

Last week, experts from the National Geospatial-Intelligence Agency (NGA), TD Ameritrade, and the First National Bank of Omaha (FNBO) came together in St. Louis at Gateway to Innovation to discuss how their organizations have shifted away from their traditional business practices to leveraging cloud-based platforms.   In the 45-minute session, the panelists shared their stories […]

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Can A Fiduciary Determine If A Fund Is TOO Cheap?

What happens when the unstoppable force of retirement services recordkeeping faces the immovable object of low-fee funds? We’ll probably have to wait for the courts to decide. Recently, Fidelity Investments, TD Ameritrade, and Morgan Stanley all announced that they will be charging additional fees to customers who invest in The Vanguard Group’s funds. While this […]

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Top 9 Digital Advertisers In Financial Services

According to an April 2017 report from Kantar, a leading marketing research and media company, nine of the top 25 digital advertisers in 2016 were companies in the financial services industry, many of which have significantly increased spending within a one-year period. Here are the banks, insurers, and other financial services firms that are among […]

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Financial And Insurance Advisors, Tech Is the Gateway To Success

“To stay relevant, financial advisors are recognizing that technology has to be a big piece of their pitch to this generation.” That statement came from a CNBC article that discussed the critical role technology plays in the financial services industry. The author, Ilana Polyak, points to a recent report from Fidelity, which indicates that financial […]

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