Displaying 20 results
Consumers like these wealth apps best, J.D. Power says
On the surface, there isn't much difference, but results people get from planning services can vary wildly.
SEC inquiry targets Edward Jones brokers’ use of messaging apps
Keeping tabs on texts and messaging has been difficult for the industry, and fines have been mounting.
Free planning apps drive down cost for advice in 2022
Millions of consumers are already creating free financial plans right from their mobile phones, meaning the ability to create customized plans may become commodified.
Credit Suisse grabs $1 billion in assets with new mobile app
The Switzerland-based private bank designed its latest mobile app, dubbed CSX, to address all financial services needs in a single smartphone app and has tacked on 100,000 new clients in the process.
Wealth apps get poor scores for client satisfaction: J.D. Power
While wealth management firms are spending big on updates — with 31% introducing major feature updates this year — legacy technology and the complex array of services offered by wealth apps have presented unique challenges.
Mobile adviser dashboard? There’s a Merrill app for that
Merrill Lynch rolls out a new mobile app for advisers to access all the information on their adviser dashboard via their smartphones.
Fidelity Spire offers unlimited free trades
The app is focused on capturing the influx of young investors that are now seeking out financial services. Fidelity Spire is 'goal-based' and enables users to track progress on financial goals by linking their accounts.
Tips for guarding your devices from cyberattacks
Sophisticated cyberthreats and scams are on the rise, making it more important than ever to protect devices
Mobile app usage up, client satisfaction down: J.D. Power
Chase and Wells Fargo mobile apps ranked higher than competing offerings from Schwab, Merrill Lynch and Morgan Stanley, according to new research
Are financial planning apps the next fintech target?
Advisers have the advantage when it comes to creating plans, but several digital apps launched by major financial institutions are thriving
Fidelity’s eMoney Advisor launches mobile app for financial plans
Formerly Project Avocado, the mobile app has been redesigned to focus on a client's financial health
Envestnet denied motion to dismiss claims in $100 million lawsuit
A Delaware judge denied the TAMP's motion to dismiss the allegations, which include fraud and trade secret misappropriation
‘Get Paid to Trade’ app launches at FinovateFall
All of Us hopes its unique pricing and social engagement features can claw marketshare away from Robinhood.
Trading apps expose investors to cybercriminals, report finds
Some apps store subscribers' passwords or data on trading without encryption.
Envestnet Yodlee raises the bar with AI-powered apps
The company sets a new standard not only in technical prowess, but in understanding how people want to use technology.
This app helps you collect money from your ex — without having to talk to them
With SupportPay, parents can upload a receipt, send the ex a bill, and “never have a conversation,” according to the company's founder.
Google ups the ante on mobile office app providers
Google bolsters iOS productivity suite with Slides, updates to Docs and Sheets:…
9 apps to make you even smarter with money
These web sites use lessons from behavioral finance to help you invest, meet your goals, and even reduce your power bills.
Advisor Software rolls out iPad app for consumers
Joining the profusion of consumer financial applications out for the iPad today is Advisor Software Inc.
Phone-based banking: Dial ‘M’ for money
Mobile banking is the wave of the future and leading the way are forward-thinking Gen-Y consumers.
