Mobile technology

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A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

The industry can learn a lot from how Amazon keeps customers engaged, says Broadridge's Salvatore Sodano.

The firm will now directly link to Acorns, following its roughly $30 million investment in the microinvesting app.

Acquiring a retirement savings tool provider allows the app to broaden its offerings to millennial clients.

The 22 million Gen X and Gen Y clients banking with Wells are a competitive advantage for its digital advice platform, executives say.

Stash is the latest young fintech to pair debit and savings products with financial advice as it competes for clients.

Catering to young clients, Finn by Chase blends instant account access, emojis and PFM tools.