Mobile technology

Millennials facing middle age are remapping the trading landscape, but don't count out web-based apps just yet.

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

Wealth management firms say they feel increasing pressure to have a great digital experience, and better client insights require better data.

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.

Overall customer satisfaction with wealth management apps is improving but still trails other financial services.

The wirehouse wants MAX to be the central hub for anything a broker needs while working remotely.

Advisors are under immense pressure to streamline their businesses, evolve and modernize their client services — identifying the right operations services provider has never been more important.

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

"We’re not just software,” CEO Ed O’Brien says. “We’re here to help advisors be better planners.”

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

Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.

Firms need to keep up with the dramatic increase in expectations for a better user experience.

The bank was accused of infringing on another firm's patent for a mobile deposit system.

The commission-free brokerage did not reasonably review “hundreds of thousands of orders each month,” according to the regulator.

Clients are not happy with the industry's app offerings, according to a recent J.D. Power survey.

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.

The technology is poised to upend the industry. Advisors are still waiting.

Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.