Davis Janowski

Davis was Technology Reporter for Investment News from 2007 to 2013, covering software and online services, as well as the latest in computer and mobile hardware technology available for financial advisers. Connect with him on Twitter here: @ddjanowski

Davis Janowski
Displaying 297 results
YOUR PRACTICE FINTECH FEB 08, 2010
Security breach reported by Internet trading site collective2.com

Users of the do-it-yourself trading site collective2.com received an “urgent” e-mail at a few minutes past noon Wednesday notifying them that the company's computer database had been breached by a hacker and that all users should log in to change their passwords immediately.

YOUR PRACTICE FINTECH FEB 03, 2010
Advisers rate top technology concerns

Simplifying and better integrating compliance tasks, improving customer relationship management and developing more-robust portfolio management tools are the top technology concerns among financial advisers affiliated with independent broker-dealers, according to an online survey conducted by <i>InvestmentNews</i> this month.

YOUR PRACTICE FINTECH FEB 03, 2010
Smart phones: It's all in the apps

As a follow-up to last week's smart-phone story, we decided to look at advisers' favorite mobile applications.

YOUR PRACTICE FINTECH FEB 03, 2010
Redtail teams with Pyxis Mobile to provide mobile access to its CRM

Redtail Technology Inc., a popular provider of client relationship management technology to financial advisers, has teamed up with Pyxis Mobile Inc., a wireless-applications provider, to build the next generation of mobile connectivity to Redtail's CRM system.

YOUR PRACTICE FINTECH JAN 27, 2010
Apple iPad revealed; Advent software announces latest version of Axys

Apple Inc. today unveiled its long-rumored tablet, the iPad. Chief executive Steve Jobs, addressing a packed crowd of technology journalists and bloggers. referred to the device as something in the &#8220;middle&#8221; &#8212; residing in a &#8220;third category,&#8221; between high-powered personal computers and smart phones.

YOUR PRACTICE FINTECH JAN 24, 2010
FPA releases detailed study of CRM software

The Financial Planning Association is expected today to unveil a major research study on customer relationship management. ActiFi Inc., a financial services technology consulting firm, partnered with FPA in completing the 85 page comparative analysis of CRM packages available to the advisory market.

YOUR PRACTICE FINTECH JAN 21, 2010
Roth conversion tools: Custodial offerings

Fidelity Investments introduced a free online Roth IRA conversion calculator last month to both its independent registered investment advisers and the broker-dealer clients that clear through National Financial Services LLC.

YOUR PRACTICE FINTECH JAN 21, 2010
Roth conversion tools: Free resources

Earlier in the year I asked a regular source of mine, H. Jude Boudreaux, director of financial planning at Bellingrath Wealth Management, to &#8220;test drive&#8221; four different free calculators available on the Internet.

YOUR PRACTICE FINTECH JAN 21, 2010
Roth resources: Financial planning software

Version 2.2 of the popular financial-planning software was introduced in November. The application has several new features, including an internal Roth IRA conversion feature as well as a stand-alone Roth IRA conversion calculator that can be used by financial advisers who need to create financial plans for clients and prospects.

YOUR PRACTICE FINTECH JAN 21, 2010
Roth IRAs: To convert, or not to convert? New tech helps answer the question

Technology providers and product companies have been rolling out Roth IRA conversion calculators in a bid to meet the expected needs of advisers and their clients ahead of some significant changes in conversion rules for next year.