The new Prudential Advisors Connect mobile app brings key desktop features to mobile devices for greater flexibility. Features include client search with access to portfolio summaries, leads dashboard ...

Comprehensive mobile app delivers portfolio access, performance reporting, and secure communication for all NFSG clients and advisors NFSG Corporation today highlighted its NFSG 360™ mobile platform ...

Advisors who hopscotch across their territories visiting clients now have mobile access to client files and financials on their iPhones — at least those who custody with Fidelity. As of Thursday the ...

After several updates to its digital workstation that helped advisors work more effectively from home during the pandemic, Bank of America Merrill Lynch is now setting its sights on getting ...

(Bloomberg Opinion) -- I see a personal trainer five days a week, and I am now in the best shape of my life. I could not have afforded Doug when I was younger — and I wouldn’t be able to now, either, ...

Financial advisor technology firm eMoney Advisor announced Monday its new mobile app aimed at helping people save for retirement. The app, called Incentive (and formerly known as Project Avocado), is ...

The use of mobile applications, a type of software that runs on a mobile device and is known quite simply as an app, has exploded into the financial advice arena, with advisors’ customers of tomorrow ...