PFM

Customers will enter or modify their financial goals in Life Sync, which will immediately alert their financial advisor. 

The cost of acquiring small account customers and pressure from incumbents quickly developing their own digital brands may be weighing on the popular app.

Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.

As robo advice expands into other services, such as debt management, the stakes rise to become a hub for a client's entire paycheck and financial life.

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

SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.

A social media firestorm over how much 30-somethings should save for retirement highlights the gap between what they need from wealth management and what they are offered.

The tech giant's data division rolls out new apps for clients — and links to Alexa.

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

Alexa von Tobel's startup did many things right, but it was hampered by challenges facing all digital advice providers.

The asset manager says its free tool for target date fund clients will "supplement the advisor conversation."

Stepping in after co-founder Mike Cagney's resignation, Twitter's Anthony Noto needs to overhaul the firm's corporate culture, lay the groundwork for an IPO and determine whether to renew SoFi's pursuit of a bank charter.

Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.

With millions of Alexa and Google Home devices now in use, first-mover banks are rapidly developing services to let customers control their finances using only their voice — even if there are still many kinks to work out.

Customers were shut out from accounts for days on the millennial-focused personal finance platform owned by Northwestern Mutual.

New solutions offer plenty of features but lack focus.

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.

AI and predictive analytics have key roles in the bank's plan to add automated advice and savings to mobile banking.

Fifth Third Bank tweaks microinvesting premise with software that rounds up debit card purchases to help pay back educational loans.