Fintech

Displaying 4670 results
YOUR PRACTICE FINTECH MAY 29, 2013
J.P. Morgan Asset Management is latest to start trading paper for electrons

While still available in paper form, the firm's new Guide to the Markets application for the iPad will be welcomed by many an adviser, not to mention the trees.

YOUR PRACTICE EQUITIES MAY 29, 2013
Facebook second-worst IPO performer after share lock-up

Facebook Inc.'s 6.3% drop yesterday, after the end of restrictions on share sales by its biggest investors, was the second-largest post-lock-up decline among companies that have gone public since January 2011.

YOUR PRACTICE FINTECH MAY 28, 2013
Android dominating much of the mobile world

While advisers remain heavy users of Apple iPads, much of the world is picking up a new Android smart phone or tablet.

YOUR PRACTICE FINTECH MAY 28, 2013
Pershing to introduce second generation of its mobile platform

Timing unclear but mockups likely at the firm's annual Insite conference in June

YOUR PRACTICE FINTECH MAY 24, 2013
Advisers overestimate how 'personal' client relationships are

More using social media to stay in touch with clients, keep up to date.

YOUR PRACTICE RETIREMENT PLANNING MAY 24, 2013
Online tools simplify planning

YOUR PRACTICE FINTECH MAY 24, 2013
Tool allows advisers, clients to communicate

YOUR PRACTICE FINTECH MAY 23, 2013
Takeaway from Google conference: Get ready for video

A vision of how good virtual conferences — and possibly even prospect and client meetings — might look in the future.

YOUR PRACTICE FINTECH MAY 23, 2013
SEC: Social media OK for delivering info to investors

Commission says Reg FD applies to social networks the same as it does to web sites

YOUR PRACTICE FINTECH MAY 22, 2013
More compliance officers allowing LinkedIn

Compliance and archiving application provider Smarsh shares results of third annual survey.

YOUR PRACTICE RETIREMENT PLANNING MAY 22, 2013
Social Security software options

With different levels of sophistication and price, which claiming-strategy tool is optimal?

YOUR PRACTICE FINTECH MAY 21, 2013
Disaster preparedness again in focus

YOUR PRACTICE FINTECH MAY 19, 2013
QuantConnect adds data to trading platform, builds global network

Now two free platforms are available to the burgeoning independent quant community.

YOUR PRACTICE FINTECH MAY 19, 2013
Heading off hack attacks

The tale of one firm and one adviser, Mark Reed, shows in stark relief how financial advisers are on the front lines protecting their clients from cybercrime. Bruce Kelly has the story.

YOUR PRACTICE FINTECH MAY 17, 2013
Google Glass soon to be in fashion with advisers?

Advisers usually not caught dead in glasses might well be seen sporting this high-tech set of lenses

YOUR PRACTICE FINTECH MAY 16, 2013
Cloud cover: Hosted version of Schwab's PortfolioCenter now available

Advisers using the portfolio management application can now have SPT host and maintain it for them

YOUR PRACTICE FINTECH MAY 15, 2013
Need expert — but cheap — advice on social networking? Talk to your intern

Vast storehouse of Twitter and Facebook knowledge on tap; 'it's the world young people live in'

YOUR PRACTICE FINTECH MAY 15, 2013
Financial services using LinkedIn for content more than jobs

Cogent study finds mass affluent wants info on products, services, markets via social media.

YOUR PRACTICE FINTECH MAY 14, 2013
NetDocuments launches an Apps Marketplace

Release of new content management and collaboration service accompanied by centralized location for third-party software development.

YOUR PRACTICE FINTECH MAY 14, 2013
Power to the people: Thematic investing comes to life

Firm launches beta program of features tailored specifically for those who want to build their own motifs