The “front door” for customers accessing wealth management firms is decrepit, outdated and woefully uninviting, according to a recent survey. Even as usage of wealth management apps increased during ...

Wealth management customers rank Chase Mobile app #1 for range of services, clarity of information, ease of navigating and appearance NEW YORK--(BUSINESS WIRE)-- The Chase Mobile® app was named the #1 ...

TROY, Mich.--(BUSINESS WIRE)--Wealth management mobile apps have emerged as a go-to resource for investors during the COVID-19 pandemic, but despite substantial growth in app utilization, customer ...

eMoney Advisor’s first mobile app, Incentive, graduated from beta and is broadly available to participating retirement plan end-clients, the company announced Thursday. Formerly called Project Avocado ...

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Taking its name from a Japanese concept that means "a reason ...

The US wealth management business at UBS has redesigned its iPhone app and added new functions to it, in a sign that the most high-brow firms with thousands of advisers are trying to better utilize ...

TROY, Mich.--(BUSINESS WIRE)--Wealth management firms have invested heavily in upgrading their apps, with 75% making feature enhancements in the past year, up from 44% a year ago. However, according ...

ST. LOUIS--(BUSINESS WIRE)-- Wells Fargo tied for highest in wealth management mobile app satisfaction, according to the J.D. Power 2019 Wealth Management Mobile App Satisfaction Study released Dec. 3 ...