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Challenger Banks – Coming Soon to the U.S.?

Challenger Banks – Coming Soon to the U.S.?

John Riley
Written by John Riley February 19, 2016

For a glimpse at potential future competitors, business bankers in the U.S. need only to look “across the pond” to the U.K.  In that market, new entrants known as “challenger banks” have been launched and are working to chip away at the dominance of Britain’s large, traditional banks. While their results are modest thus far,…

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Asset Management
Robo-Advisors Lean on Humans to Lower Investors’ Anxiety

Robo-Advisors Lean on Humans to Lower Investors’ Anxiety

John Riley
Written by John Riley February 12, 2016

For all the talk about the advantages of automated investment platforms, when market volatility spikes, even the most “techy” robo-advisors turn to humans for help. Like all other investors, robo-advisors’ clients don’t live under rocks.  They’ve seen the signals of a slowing global economy, the plunge in oil prices, and the uncertainty about interest rates…

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Wealth Management
Advisors and Social Selling: Moving Up the Learning Curve

Advisors and Social Selling: Moving Up the Learning Curve

John Riley
Written by John Riley January 28, 2016

From 2005 through 2010, while social media use exploded worldwide, compliance concerns kept wealth management and other financial services firms on the sidelines. By 2011, regulators finally began issuing the guidance these firms needed to create corporate social media policies. With the roadblock removed, the race was on among firms and their financial advisors to figure…

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Wealth Management
5 FinTech Trends to Watch in 2016

5 FinTech Trends to Watch in 2016

John Riley
Written by John Riley January 15, 2016

Here at Seismic, we spend lots of time with senior executives from institutional financial services firms. Most of our interactions are with leaders of marketing, distribution, and compliance teams at asset management and wealth advisory firms. From those conversations, and from information culled from the trade and business publications and portals we scour daily, we’ve…

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Asset Management