Gabriella Iannetta

Mobile apps beat out websites, but what’s on the horizon?

Acquiring a retirement savings tool provider allows the app to broaden its offerings to millennial clients.

Stash is the latest young fintech to pair debit and savings products with financial advice as it competes for clients.

Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.

Large financial institutions will be challenged to keep up and stay focused on the rapidly changing robo advice world.

Salesforce is the latest to offer advisers data-driven insights into clients.

Young clients are focused on short-term needs rather than building an entire plan toward a retirement date.

New regulatory demands force platform providers to either build additional capabilities or acquire successful companies, analysts say.

Female-focused wealth management platforms can plug into a shift in attitudes and politics, analysts say.

An aggressive pricing strategy, new partnerships and the backing of a wealthy partner keeps the hybrid robo competitive.