Riperian News and Articles
Click on the link or image to view the documents below.
Extend Your Wealth Management Business With Online Brokerage
Jim Goodwin teams up with Aite’s Sophie Schmitt in a comprehensive white paper that details decisions firms need to address as they build out their online brokerage capabilities.
Scivantage Interview: Integrating the Bank Brokerage Online Channel – A Tactical Framework
Jim Goodwin discusses the drivers and challenges of offering online brokerage alongside an existing online banking offering in an October interview with Scivantage.
Case Study: Bank of the West and Scivantage Investor
Riperian supported Bank of the West as they established a self-directed
brokerage and launched a new online investing platform. This case study
recaps the program and the use of the Scivantage Investor technology platform.
BISA OneSource Interview: Integrated Wealth Management
Jim Goodwin discusses bank-brokerage integration in an August interview
with the Bank Insurance and Securities Association newsletter.