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Posts Tagged ‘Vanguard’

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 […]

Top 10 Financial Services Blog Posts Of 2016

While we rolled into 2017, I thought it would be neat to see what our readers were, well, reading. Without further ado, here are the top 10 blog posts Perficient’s financial services practice wrote that seemed to be popular among readers. They’re ranked in order of popularity, with number one being the most viewed piece. Citi’s Digital […]

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Future Of Robo-Advisors

There’s no question that the core function of managing money in a heavily regulated industry is difficult and expensive. New companies with robo-advising technology will need to learn how to navigate the regulatory landscape, making it critical to collaborate with traditional wealth management firms. From a bank’s perspective, robo-advising remains critical in terms of servicing […]

The Relationship Between Wealth Management Companies And Robo-Advisors

Many robo-advisors are thriving with growing customer bases. Not only are they flourishing, they’re partnering with – and in some cases being acquired by – traditional institutions that offer wealth management services. Take UBS, for example. The company’s wealth management division recently formed a strategic alliance with SigFig, a robo-advisor that will help develop solutions […]

How Vanguard Wins Over Customers Without Even Meeting Them

As a long-time customer of Vanguard, I can attest to their great way of doing business. While I’ve never set foot into an office of theirs, the financial services company – one of the world’s largest investment management companies – was able to gain my trust and, without much effort, convince me to enlist them […]

Forrester CX: Vanguard, Culture and Trust

We are live-blogging from Forrester’s CXNYC this week, the event for customer experience leaders, innovators, and practitioners. One of the most fundamental questions Vanguard faces: How do you build an emotional connection with millions of clients you’ll never meet in person? Think back to opening your 401K or brokerage statement back in 2009.  Not a […]

3 Benefits Of Vanguard’s Voice Verification Feature

The next time you call Vanguard, your experience might be very different. One of the world’s largest investment management companies, with more than $3.2 trillion in global assets under management, has implemented voice verification technology. With voice verification, Vanguard can verify your identity simply by the sound of your voice.