Credit Suisse Group’s push to reach the next generation of wealth management clients may finally be paying off.  The Switzerland-based private bank designed its latest mobile app, dubbed CSX, to address all financial services needs in a single smartphone app, ...

When it comes to client satisfaction, wealth management mobile apps are getting lapped by those offered by other industries.  Full-service wealth apps ranked behind other segments like banking, credit cards and insurance, according to the latest J.D. Power survey. Even ...

Merrill Lynch announced Wednesday the rollout of a new mobile app for its advisers to access all the information from their adviser dashboard on a desktop via smartphone.  The “mobile adviser experience,” or “MAX” for short, is automatically available on all ...