Updated Monday, May 20, 2013 as of 3:51 PM ET
“As more Americans use mobile devices to manage their daily lives, plan sponsors can now more easily help individuals stay engaged and be informed – all at the tap of their smartphone,” said said Charles Berman, senior vice president of digital platforms at Fidelity Investments.
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More in Technology
Technology innovations are critical for advisors to remain on the cutting edge and retain the next generation of clients. more »
Want a technology investment with a real payoff? Steer clear of hot Internet stocks. Instead, make a technology investment in your own practice. more »
The platform, eSavant Advisor, which was introduced Monday, caters to clients with at least $50,000 in investable assets. more »
The Chicago-based platform provider and outsourcing firm unveiled Envestnet Intelligence, a new content and analytic offering for advisors at its annual Advisor Summit conference in Chicago. more »
Riskalyze Pro's risk-assessment and portfolio-construction tools aim to help you keep clients from buying high and selling low. more »
Software makers Geezeo and Access Softek are teaming to offer money management tools that banks can deliver to customers via smartphones and other mobile devices. more »
Schwab’s CEO Walt Bettinger sent clients a letter apologizing for the inconvenience caused by the company’s website outage Tuesday. more »
Fidelity Investments has rolled out a Windows Phone 8 brokerage app for Windows Phone users to help them manage their investments on the go. more »
Jim Rohr says cybersecurity is one of the biggest issues banks face. The frequent distributed denial-of-service-attacks on banks' web servers that have occurred since September are doing more than disrupting service. more »
Financial services firms and advisors are relying on new technology and enhanced training to to take a more holistic financial planning approach with clients. more »
Fidelity says the new desktop will enable the “anywhere advisor." more »
A flood of traffic took down Charles Schwab & Co.’s website late Tuesday. more »
With a changing (and aging) membership, the Financial Planning Association is focusing on ways to remain as relevant as possible in a digital era. more »
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