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Customers will enter or modify their financial goals in Life Sync, which will immediately alert their financial advisor.
February 22 -
The cost of acquiring small account customers and pressure from incumbents quickly developing their own digital brands may be weighing on the popular app.
November 20 -
Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.
August 29 -
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.
August 22 -
The app also allows clients to use the Zelle person-to-person payments service.
June 25 -
SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.
June 22 -
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.
May 30 -
The tech giant's data division rolls out new apps for clients — and links to Alexa.
May 17 -
There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.
May 16 -
Alexa von Tobel's startup did many things right, but it was hampered by challenges facing all digital advice providers.
May 10