Fintech

Displaying 4670 results
YOUR PRACTICE FINTECH AUG 09, 2013
A tech reporter's farewell

Departing <i>InvestmentNews</i>, Davis Janowski has some advice for the advisory industry.

YOUR PRACTICE FINTECH AUG 09, 2013
B-Ds to get compliance insight from updated RegEd service

Consultants to provide added layer of analysis amid more focus on risk.

YOUR PRACTICE FINTECH AUG 07, 2013
Veo logo coming soon to an application near you

TD Ameritrade Institutional rolls out campaign to raise profile of integrated third-party tech firms.

YOUR PRACTICE FINTECH AUG 05, 2013
RegEd's new platform should draw more IBD business

YOUR PRACTICE FINTECH AUG 01, 2013
Scivantage acquires Portfolio Director to bolster performance reporting

Services to be offered to advisers but retail investors will get access eventually.

YOUR PRACTICE RETIREMENT PLANNING AUG 01, 2013
AfterSteps helps advisers handle post-death tracking of accounts

Can help bridge gap between advisers and clients' children.

YOUR PRACTICE RIAS JUL 28, 2013
BloombergBlack shutting down

Online wealth management tools to DIY mass-affluent investment crowd doesn't get off the ground.

YOUR PRACTICE FINTECH JUL 28, 2013
TD Institutional rolls out logo for approved providers

YOUR PRACTICE FINTECH JUL 24, 2013
As RJ signs on with Hearsay, Actiance rolls out multi-level review features

Social media marketing, sales, archiving and compliance continue to be hot areas of tech development.

YOUR PRACTICE FINTECH JUL 23, 2013
Envestnet levering HiddenLevers onto its platform

One piece of a larger business intelligence initiative the firm is building out for advisers

YOUR PRACTICE FINTECH JUL 23, 2013
Fascinating algorithms: Quantopian brings black-box trading to the masses

Quantopian, a new service for those that know how to do the math but lack the infrastructure and data

YOUR PRACTICE FINTECH JUL 23, 2013
Rebalancing application meets economic analytics program

YOUR PRACTICE FINTECH JUL 23, 2013
Veo users now can go macro easily

YOUR PRACTICE FINTECH JUL 22, 2013
J.P. Morgan is latest to start trading paper for electrons

YOUR PRACTICE FINTECH JUL 22, 2013
iPad tool provides stock research

Chaikin Analytics for iPad, an easy-to-use equities research tool for advisers

HTML5 & AllianceBernstein's iPad app
YOUR PRACTICE FINTECH JUL 22, 2013
HTML5 & AllianceBernstein's iPad app

YOUR PRACTICE EQUITIES JUL 19, 2013
The Takeaway: Brace yourself for the biggest bankruptcy in history!

YOUR PRACTICE FINTECH JUL 19, 2013
Actiance introduces latest version of Vantage

The firm's flagship communications and social media monitoring and compliance platform provides more support for unified communications options.

YOUR PRACTICE FINTECH JUL 16, 2013
The Takeaway: Buffett and Goldman, sittin' in a tree...

YOUR PRACTICE FINTECH JUL 14, 2013
Firms are getting 'social'