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 09, 2012
Modern Java: How Trust Company of America is rebuilding with it

As part of an online extra for this week's Tech Update column on Trust Company of America's new Liberty client interface (and soon adviser interface in addition) I said I would publish more of my interview with Dave Curry.

YOUR PRACTICE FINTECH DEC 06, 2012
Finding errors in PortfolioCenter

YOUR PRACTICE FINTECH SEP 30, 2012
Fox and Redtail partner on work flow

YOUR PRACTICE FINTECH MAY 17, 2012
Schwab taps Tamarac as next integration partner

YOUR PRACTICE FINTECH MAY 02, 2012
Envestnet announces agreement to acquire Tamarac

YOUR PRACTICE FINTECH MAY 02, 2012
Technology said to be impetus behind LPL-Fortigent deal

Buy, rather than build. That appears to be the consensus among several industry insiders, analysts and financial advisers on why LPL Financial acquired the wealth management consulting firm Fortigent LLC.

YOUR PRACTICE FINTECH APR 23, 2012
Cost basis on mutual fund assets updated in DTCC system

YOUR PRACTICE FINTECH APR 20, 2012
Hey B-D, NASD Rule 3010 audit management got you down?

YOUR PRACTICE FINTECH APR 18, 2012
Schwab announces availability of key technology platform components for RIAs

YOUR PRACTICE FINTECH APR 02, 2012
A better way to manage business cards

LinkedIn just rolled out CardMunch Version 3.0, available for the iPhone, which converts the information printed on a business card into digital form and links it to the card giver's LinkedIn profile