Mobile technology

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.

Consider for a moment what Jobs meant to financial services. When you realize that Apple never targeted a single product at the financial services sector, it is amazing just how influential Jobs and Apple have been in our little corner of the technology world.

The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.

After a reboot in its tech strategy, the RIA custodian is “redesigning every aspect of the advisor experience,” it says.

The mobile technology came in last in a new J.D. Power survey.

Eighty percent of advisors use portals. Many clients say they're not happy.