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Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth.
July 10
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In an investor-backed power play, the robo tech firm wants banks to turn to it instead of traditional core software providers as they upgrade to digital-banking-friendly technology.
June 19
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The Minneapolis bank is pitching the automated investment advice product, a joint venture with a BlackRock unit, to a wide range of age groups, not just younger consumers.
June 19
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SigFig was among an early crop of digital advice firms that shifted their focus to serving wealth managers and banks. It has raised more than $100 million from a variety of investors.
June 19
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They will be deployed to the branches and teach veteran brokers how to make use of the firm's new high-tech wealth management tools, the company says.
June 18
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Banks and startups compete for the same clients, as customers want one source for online checking and investment accounts.
June 12
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Only 15% of bank customers at Bank of America use its online investment platform, but the company expects that figure to increase as it opens branches in nine major cities.
June 12
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Most big banks are launching robo-advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.
June 5
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The $3 billion sale of Financial Engines to Edelman Financial Services puts every investment adviser on notice that the future is in digital wealth management. More deals like it are expected.
April 30
