Mobile technology

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.

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.