Mobile technology

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.

Wealth management technology is starting to reach a certain maturation level, says the firm’s head of emerging technology.

Last year's performance suggests the upstarts may have an Achilles' heel.

Forward-looking firms are implementing digital advice offerings that can take them beyond allocating to a model portfolio.

Age is no bar to using Amazon, Uber or Apple, yet the planning industry has suffered from underinvestment in the digital experience, says the head of Accenture’s Wealth Management team in North America.

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The move comes as competitors cut prices to entice RIAs to leave the platform.

There are a handful of tools that have started out as consumer-driven tools. Now, they are beginning to shift toward serving advisors, Adams says.

If advisors aren’t present in their clients’ phones, warns the head of the RIA services platform, "they are going to become irrelevant."

Baby boomers are retiring and spending their savings. Are advisors prepared to onboard the next generation?

Launching an app doesn’t have to cost millions of dollars.