Mobile technology

The trading app's move to create its own clearing system signals broader goals.

What's to stop financial planning from being shrunk entirely into a free app?

Charles Schwab's new chief of advisor technology says custodians are overlooking these basics. Also, what's needed to make big data work.

I underestimated Hurricane Matthew. I won’t do the same with this storm.

Worried about rapid transformation in the industry? It may be easier to evolve than you think.

Customers are switching to mobile for financial services — and firms committed to creating their own platforms are setting the pace.

Wealthfront factors in linked investment and retirement accounts for those who want to take a lengthy sabbatical.

Acorns co-founder Jeffrey Cruttenden says clients would vote, if they realized they had the rights.

Investable assets in digital channels are projected to top $4 trillion by 2022, according to research.

The firm’s new iShares fund comes amid massive outflows from the sector in recent periods.

The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.

The app also allows clients to use the Zelle person-to-person payments service.

Although banks and digital wealth startups seek to claim the same assets, they're finding common ground elsewhere.

Mobile wealth management products have grown 300% in the past year, with retail banks serving up the majority. But there's an opportunity for RIAs to improve the client experience.

Digital-first firms are applying artificial intelligence and machine learning in ways not seen in the financial planning software currently available to planners.

The platform provider is pushing the concept hard, but early reviews are mixed.

Buffett can put cash to better use than paying dividends. But the majority of CEOs lack his skill so investors and their advisors should be happy when corporate boards pay shareholder dividends.

Commonwealth Financial Network founder Joe Deitch answers rapid-fire questions on everything from writing his first book, to the person he finds most interesting, in this Lightning Round video.

There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.