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In race for mobile dominance, UBS launches upgraded client app
Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.
What’s around the corner in wealth management?
Three burgeoning technology movements that might catch advisors by surprise.
Retiree robo shuns app, still lands $8M funding
Offering a prepaid, monitored debit card gives True Link an edge in elderly retirement advice space.