A legion of intrepid financial advisers are twittering, linking in and in many other ways harnessing the power of the Internet to network socially in a bid to expand their practices.
Financial advisers beware: All Roth IRA conversion calculators are not created equal.
In a move likely to be replicated by most exchanges, the Nasdaq OMX Group Inc. announced this week that it will begin providing real-time latency measurement to its customers.
Cabinet NG, a document management and workflow software maker, this week launched two new tools the company says are intended to expedite searches and better access documents in its filing system <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20080219/PHOTOGALLERY/804931245/1102/INTechnologyNews03"" target="”_blank”" rel="noopener noreferrer">CNG-Safe</a> (an acronym for Safe Access Filing Environment)
Advent Software Inc. this week introduced an index data service that allows advisers to download index performance data from Standard & Poor's and Russell Investments directly into Advent Portfolio Exchange, its integrated portfolio and client relationship management system.
TD Ameritrade Institutional unveiled a tool last week that gives its business development efforts a technological boost.
Research In Motion Ltd., makers of BlackBerry smart phones, is encouraging users to upgrade to a new version of its BlackBerry Messenger application.
Cisco survey finds nation's businesses probably unprepared for working remotely in times of disaster
Hamilton Software Inc. has released Nest Egg Early Retirement Pro, a standalone downloadable program designed to assist users — knowledgeable individual investors and advisers alike — in planning specifically for the goal of early retirement.
Advisers, independent broker-dealers, and others that need to keep up with compliance and regulatory changes daily — or that need to research cross-industry or multinational issues — can enlist a new online tool from Wolters Kluwer Financial Services.