Wealth management

Opes Advisors shows would-be borrowers how purchasing a house fits into their total financial picture, now and years into the future. Many of its loan officers are licensed investment advisors.

It is time for financial services to rethink retirement savings given changing work habits, customers' expectations of technology and the need for better transparency in 401(k)s.

Bank of America's forthcoming mobile app update will include personal financial management features.

As online shopping and card fraud increase, startups offering easy-to-use "burner" cards could see strong traction.

Banks and data aggregators agree that screen scraping is a practice probably best left behind. In the coming year, the two might get better at sharing data via APIs.

A preview of the next version of Moven's personal financial management app finds a new direction — helping people understand the trade-offs they make between short-term and long-term financial goals.

Intuit's personal finance app Mint has launched a bill tracking and payment function to keep customers on top of their bill management.

The $9 billion-asset company said in a press release Monday that it bought the business assets of Ronald N. Lazzaro in Rutland, Vt., a financial planning an investment services firm.

Mobile could become the one-stop shop that banking companies never quite achieved, blending basic banking, wealth management and other services, if efforts like those underway at Citigroup's fintech unit succeed.

Citizens Bank is the latest to partner with a robo-adviser, but it plans to quickly make the digital investment advice its own.