Tag: baby boomers

A coordinated approach to financial IT spending

by CDW Financial Services|Nov 10, 2016

If you’re anything like us, your internal clock is still adjusting to Daylight Saving Time. This week’s FIN List is the perfect way to spend that extra hour in your day. We’ve got five…

Mobile banking (and security) on the rise

by CDW Financial Services|Sep 7, 2016

Mobile banking has leaped into position as the second most preferred form of banking, chosen by 18% of bank customers. Banks have made it easier than ever for customers to access their bank accounts…

Generational views on the future of financial services

by CDW Financial Services|Sep 28, 2015

What does the future hold for financial services? For this week’s FIN News Alert, we report on a recent survey that asked Americans of various generations for their opinions on this issue. The cutoday.info…

The growing use of robo-advisors … beyond Millennials

by CDW Financial Services|Aug 10, 2015

In this week’s FIN News Alert, we examine insights about robo-advisors and how financial advisors are using them. A recent article from WealthManagement.com examines study findings about financial advisors embracing the emerging technology, what…

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