The investments firms are making in mobile apps are starting to pay off, but the financial advice industry still has a long way to go. Three-quarters of wealth management firms made feature ...

Building wealth is a slow and patient process, but with the right digital tools, you can achieve your financial dreams faster than ever. In today’s world, financial literacy is paramount to wealth ...

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 ...

Tanya Menendez and Pamela Martinez shared two things in common that led to them launching the Snowball Wealth app back in 2022: Both women had over a decade of experience in tech and finance, and they ...

The “front door” for customers accessing wealth management firms is decrepit, outdated and woefully uninviting, according to a recent survey.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 ...

Yvette Butler, founder and CEO of Hive Wealth, recently raised $2.4 million for her community-driven mobile app aimed at helping people build generational wealth while removing the stigma of openly ...