Mobile technology

Wealth management technology is starting to reach a certain maturation level, says the firm’s head of emerging technology.

Last year's performance suggests the upstarts may have an Achilles' heel.

Forward-looking firms are implementing digital advice offerings that can take them beyond allocating to a model portfolio.

Age is no bar to using Amazon, Uber or Apple, yet the planning industry has suffered from underinvestment in the digital experience, says the head of Accenture’s Wealth Management team in North America.

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The move comes as competitors cut prices to entice RIAs to leave the platform.

There are a handful of tools that have started out as consumer-driven tools. Now, they are beginning to shift toward serving advisors, Adams says.

If advisors aren’t present in their clients’ phones, warns the head of the RIA services platform, "they are going to become irrelevant."

Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?

Launching an app doesn’t have to cost millions of dollars.

Advisors should pay attention to compliance issues and evolving expectations from clients.

These tools could save months of time — are they worth the investment?

The regulator laid out detailed guidelines for how planners should be communicating with clients electronically.

Advisors are craving mobile solutions, and vendors are looking to satisfy.

Firms take notice: older generations are adopting new technology at a quickening pace.

Planners are overwhelmed by options and wary of expensive solutions that don't do what's promised.

If you do not fully understand the regulations, you’re not alone.

Digital firms are boosting features to stay competitive in a crowded advisor-tech marketplace.

Eight tech tools planners can use to transform their practice.

Technology is providing opportunity for advisors willing to think outside the box.