Apps

Challenger banks and apps such as Zeta, Onward and Nerve are helping people manage complex financial relationships beyond simple joint accounts.

Onward, an app that recently raised a Series A from investors that include Citi Ventures, helps separated and divorced parents transparently share expenses and pay each other back in one spot.

So far, customers haven’t shown the same enthusiasm for their debuts as they have for their favorite meme stocks.

Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.

Little can keep the search engine giant from entering wealth management. But advisors still have weapons at their disposal. They just need to use them.

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.

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

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

The trading app's move to create its own clearing system signals broader goals.

What's to stop financial planning from being shrunk entirely into a free app?

I underestimated Hurricane Matthew. I won’t do the same with this storm.

Worried about rapid transformation in the industry? It may be easier to evolve than you think.

Customers are switching to mobile for financial services — and firms committed to creating their own platforms are setting the pace.

Although banks and digital wealth startups seek to claim the same assets, they're finding common ground elsewhere.

Digital-first firms are applying artificial intelligence and machine learning in ways not seen in the financial planning software currently available to planners.

The bank's foray into personal financial-management software follows other online lenders.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

Integration, scalability and service model are key to selecting a vendor.

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

Self Lender and Wela, two fintech startups, are making their marks on the PFM space by providing incentives to users to manage their money wisely.