Mobile technology

Offering a prepaid, monitored debit card gives True Link an edge in elderly retirement advice space.

Nearly $500 billion of funds held by millennials is up for grabs.

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.

Regulatory direction on mobile communication shows why advisers need to be careful about hyperlinking information.

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

Banks are slowly migrating budgeting capabilities to mobile offerings.

Can a mobile budgeting tool actually change spending behavior?

The payments industry is driving fintech investment worldwide, influencing related disciplines such as data security and mobile banking.

Financial institutions are looking to fintech entrepreneurs to bring innovation in.

"We're moving to a subscription economy," says Motif CEO Hardeep Walia. "There are subscriptions for almost anything — music services, health care — why not investing?"

On-demand, highly specialized and competitively priced: If it works for car sharing, why not for financial services?

Low-cost, online managed accounts may become table stakes for wealth management firms.

Advantages include flexibility, lower costs, and less travel time for clients and prospects.

Why can’t a firm’s operations be as beautifully integrated as the functions on a mobile phone?

Goal-planning and security are two areas where wealth management firms need to innovate most, say Corporate Insight researchers.

Wealth management "is the least tech literate of all financial services," says Michael Spellacy of PwC.

The bank's digital innovation chief has teams working with artificial intelligence to build a banking app you can talk to or text.