trending Market Intelligence /marketintelligence/en/news-insights/trending/Lxmcp0voipcDqq32YpVJkw2 content esgSubNav
In This List

Wells Fargo set to test digital advice platform in 2017

Blog

Managed Services Insights: The client lifecycle management solution

Blog

Technology & Automation Insights: Elevating KYC and onboarding efficiency

Blog

Banking Essentials Newsletter: May 15th Edition

Blog

Data Insights: Enhancing regulatory compliance and client lifecycle management.


Wells Fargo set to test digital advice platform in 2017

Wells Fargo &Co. plans to test a digital advice platform in early 2017, poised tobe made available to all of the company's brokers and clients, OnWallStreet reported, citing Devon McConnell,head of digital for Wells Fargo Advisors.

Wells Fargo has teamed up with its community bank unit for thiseffort for robo-adviser-type services,the news outlet added. The company recently appointed Mary Mack head of the community bank, effective July 31.Mack most recently was head of Wells Fargo Advisors.

McConnell added that the final robo-adviser product will utilizeWells Fargo's resources and intellectual capital, including Wells Fargo Investment Institute Inc., according to the newsstory.