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One factor prodding firms into quick adoption of Apple Watch apps is the fear of missing out on the latest technology.
By Dan ButcherApril 29 -
Financial advisors of all stripes have to adapt to evolving technology and increasing competition from online brokerages and other investment firms. Automation tools can help.
By Dan ButcherApril 27 -
Striking a balance between the emerging and traditional realms of investing is where Motif Investing sees its niche, says its co-founder and CEO Hardeep Walia.
By Dan ButcherApril 21 -
Russell Investments' new app joins the growing crowd of firms offering financial advisors digital tools to explain investment concepts to their clients.
By Dan ButcherApril 20 -
The billions firms spend on technology are weighted too heavily toward infrastructure, Aite Group says, and not enough on client-facing upgrades instead.
By Dan ButcherApril 6 -
Soon after launching, personal finance celebrity Dave Ramsey's EveryDollar budgeting app skyrocketed into the Apple App Stores top 5 financial apps. But is it because the app is well-designed or because of his celebrity status?
By Dan ButcherApril 2 -
More acquisitions are expected in the digital wealth management space as firms look to quickly add tech platforms and services.
By Suleman DinMarch 25 -
During the planning process for a digital platform strategy, Fidelity says its partners and brokers asked why it couldn't just go buy eMoney Advisor instead.
By Dan ButcherMarch 25 -
Dream Forward Financial wants to take a bite out of the customer base of traditional plan providers like Fidelity by offering what it says is transparent and cheaper service.
By Dan ButcherMarch 24 -
Vanguard says assets in its Personal Advisor Services start up, still in the pilot phase with no paid advertising support, rose from $755 million in 2013 to $10.1 billion at the end of last year.
By Dan ButcherMarch 24