Aaron Patzer started Mint.com as a competitor to Quicken because he used the product and got disgusted with it.
Meet Sophie, the computer avatar. She also happens to be a virtual financial adviser. Her existence and that of SimplFi, the new, free online financial planning service she inhabits,announced this week.
Selecting the right software to work in conjunction with your scanner is key because it helps organize, index and store all those files that have been created.
fiduciary360 LP recently updated its web-based tool kits that assist financial advisers with managing and monitoring investments, with an emphasis on fiduciary guidance.
I got a sneak preview of a white paper from IPS AdvisorPro that sheds light on the time, costs associated with creating investment policy statements.
Lochan to oversee B-Ds Business Technology Services' risk management and information security teams
Despite dissatisfaction with the level of integration among the products they use, most financial advisers are satisfied with their technology.
