Mobile technology

The no-nonsense CEO fields rapid-fire questions on everything from Amazon's interest in financial services to how the SEC is handling the fiduciary rule

Research firm Spectrem Group tracked new highs in 2017 across the mass affluent, millionaire and UHNW segments.

Updated calculators and a leaner interface are intended to raise awareness of “retirement readiness.”

In a rapid-fire interview with Financial Planning, Moore paints a bright picture of the job market for young financial advisors and takes aim at the most "absurd" practice advisors still undertake with clients.

As investment management becomes a supporting service, software providers are facing disruption.

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

Compliance and technology hurdles have snarled firms’ efforts to address a longtime gripe.

M&A deals have picked up pace as tech firms bring more complex products to market.

The new texting capabilities will roll out on both Apple and Android devices over the next two months.

Advisors reported significant growth in assets under management and expect more of the same in the coming months.

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

Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.

If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.

Broadridge Financial follows Invesco to the Canadian digital advice market.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

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

Three burgeoning technology movements that might catch advisors by surprise.

There is nothing to be nervous about — but there is a way to do it right.