Mobile technology

"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.