A recent study found that wealth management clients expect a more personalized digital experience when it comes to mobile apps and websites. J.D. Power's 2024 U.S. Wealth Management Digital Experience ...

Financial apps have changed the way many people manage their money. It’s no longer necessary to pay a professional to monitor a portfolio or explain how the market works. “Apps … not only give you ...

PocketGuard offers a clear overview of income, bills, and available funds. The interface is straightforward and uncomplicated. It provides a summary that shows funds after bills and savings goals.

In a world dominated by side hustles, student debt, inflation anxiety, and TikTok-fueled investment trends, Gen Z is rewriting the rules of personal finance. They’re digital natives who grew up ...

More sophisticated mobile apps and better industry partnerships are being credited with easing access to 401(k) plan information and paving the way for wiser retirement planning decisions. David Lohre ...

Alex Kreger, UX Strategist & Founder of the financial UX design agency UXDA, designs leading banking and fintech products in 37 countries. In an era where personalization is the buzzword of digital ...

In an era of smart homes, self-parking cars and fridges that text you when you're out of milk (yes, really), it's no surprise that technology has also set its sights on your wallet. Personal finance ...

The first Saturday episode of each month this year, we will focus on a key component of a financial plan -- including spending, investing, insurance, retirement planning, estate planning, and taxes.

What are the best tax planning tools for financial advisors? Bloomg How to choose the right tax planning software for your advisory firm Tax planning software helps advisors integrate tax strategies ...

Money management isn’t just an adult skill, it’s survival for college students. Between tuition, rent, groceries, and the occasional midnight coffee run, learning to handle finances can feel like an ...