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 DEC 22, 2009
News from the account aggregation front

YOUR PRACTICE FINTECH DEC 21, 2009
SunGard unveils cost-basis-reporting product that integrates with WealthStation, others

YOUR PRACTICE FINTECH DEC 21, 2009
Financial advisers sing the praises of account aggregation services

When introduced about a decade ago, account aggregation was touted as a major adviser solution.

YOUR PRACTICE FINTECH DEC 11, 2009
New networking site for advisers said to comply with Finra regs

A startup, LinkedFA, is described in a press release as the “first and only Finra-compliant social-networking site for financial professionals.” The site is supposed to be launched sometime in the coming weeks after it has its first 15,000 subscribers.

YOUR PRACTICE FINTECH DEC 08, 2009
DTCC changes address reporting for cost basis

With modifications to the systems at the Depository Trust and Clearing Corp., reporting of cost basis information is likely to become less of an issue with financial advisers — assuaging concerns that new requirements could make reporting more costly and cumbersome.

YOUR PRACTICE FINTECH DEC 06, 2009
Advisers embracing 'cloud computing'

Adviser Curtis Smith doesn't have to worry about getting to the office; it comes to him.

YOUR PRACTICE FINTECH DEC 01, 2009
XBRL still a foreign language for advisers

YOUR PRACTICE FINTECH DEC 01, 2009
Envestnet adviser platform adds retirement planning tools

Advisers on the integrated-wealth-management platform at Envestnet Inc. — which services more than 650,000 investor accounts — now have access to a new set of retirement income tools called PlanHorizon.

RETIREMENT RETIREMENT PLANNING DEC 01, 2009
MoneyGuidePro Version 2.2 now available

A significant update to the popular financial planning program MoneyGuidePro was rolled out last week.

YOUR PRACTICE FINTECH DEC 01, 2009
National Financial announces integration of workstation with the Thomson One Wealth Management platform

Today marks the start of another offensive in the war to attract and retain advisers through <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20090607/REG/306079968/1035&amp;ht=&quot;" target="&#8221;_blank&#8221;" rel="noopener noreferrer">technology</a>.