Deal with Actifi should help custodial unit speed up adviser work processes and improve efficiency
Raymond James Financial Inc. has become the latest financial services firm to help minimize the compliance barrier to wider use of social media
Schwab Advisor Services last week showed off the first of its completed integrations with Salesforce.com and announced a new partnership
No matter how you slice the data, Commonwealth Financial Network LLP comes out as one of the top independent broker-dealers in the nation — and a big part of that success has been its technology.
Everyone agrees that determining the cost basis of securities is a big headache.
In many columns, I have examined the choices available on custodial technology platforms, either built or under construction
