There has not been a lot of news coming out of this year's Technology Tools for Today conference (it is being held in Weston, Florida this year).
Mobile application sure to attract attention from users of Apple's ubiquitous smartphone
College planning is one area where financial advisers can really stand out from the crowd
Here is a way for financial advisers to keep abreast of ways to engage the next generation: an entertaining website to share with parents or grandparents, who can in turn share it with their young ones
Zephyr Associates Inc., probably best known to financial advisers for its StyleAdvisor and AllocationAdvisor products, is now providing a free peek at separately managed accounts performance analytics
Providing scalable high-tech, high-touch financial advice to the mass affluent has been a goal of adviser entrepreneurs since the days of MS-DOS. While the technology and knowledge certainly exist to make it happen, doing so successfully and profitably thus far has been elusive.
National Financial Services Corp., Fidelity Investments' clearing arm, today announced some substantial enhancements to its Streetscape web-based brokerage workstation.
It's obvious from my recent conversations with advisers that customer relationship management software still causes plenty of confusion
