Before deciding where to wine and dine your significant other, chances are you will take a gander at a restaurant review or two online.
Version 8 of Junxure <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20080415/REG/147477097/1102/INTechnologyNews03"" target="”_blank”" rel="noopener noreferrer">customer relationship management</a> software and Junxure Mobile, a separate product that will provide advisers on-the-go access to their CRM database, are slated to be released soon.
Schwab Institutional last week unveiled a significant redesign of its website for financial advisers.
Schwab Institutional today unveiled a significant redesign of its website for financial advisers.
In the wake of last year's market meltdown and the ensuing spate of financial scandals, many advisory firms are taking a second look at their compliance technology.
The registered investment advisory firm Curian Capital this week launched a platform that it is classifying as a unified-managed-household solution.
Microsoft's latest operating system will become available to advisers and the rest of the world Oct. 22. The system will grace the shelves of retailers in all its shrink-wrapped glory, but most folks will be buying it pre-installed on new desktop or laptop PCs. Experts believe that the buy-it-installed route is the way most users,
Envestnet unveils tax management overlay; Cabinet NG's document management software updated
Consumers who track their finances online increased their household spending by an average of $400 during the second quarter, compared with the previous quarter, reversing an 18-month trend, according to data released today by <a href=http://www.Mint.com>Mint.com</a>.
