All eyes are on Pershing LLC's new technology platform to see whether it will fulfill its promise to offer advisers full integration with third-party technology vendors.
Pershing LLC has launched NetX360 for advisers, after a two-year project to consolidate existing systems into a single technology.
Dan Skiles, formerly the vice president of adviser technology with Charles Schwab & Co. Inc., today joined Shareholders Service Group Inc. of San Diego, a brokerage and custodial firm for independent registered investment advisers.
The service looks into the background of financial advisers through civil and criminal background checks, credit reports, financial liens and bankruptcy proceedings and more.
They account for only a minuscule fraction of the world's estimated 100 million bloggers, but financial advisers who maintain their own commentary-oriented websites are finding that blogging can pay.
Among the more than 35,000 applications available for iPhones is a new one rolled out by Morningstar Inc. this week. Morningstar Mobile for iPhone (it will also run on the iPod Touch) is the first application for mobile devices created by the Chicago-based company.
One way to keep broker-dealers happy — or at least above water — is to help them keep their costs down.
Raymond James to offer the Albridge Platform to advisers; News service targets advisers
Despite budget cuts across the financial industry, Fidelity Institutional Wealth Services, Pershing LLC, Schwab Institutional and TD Ameritrade Institutional are spending money to upgrade technology.
