Fintech

Displaying 4670 results
YOUR PRACTICE RIAS FEB 03, 2013
Overlooking security holes puts clients at risk

YOUR PRACTICE FINTECH FEB 01, 2013
Morgan Stanley to hold off on upgrading advisers to BlackBerry 10

The brokerage giant is concerned the telecommunications company won't back the new platform long-term

YOUR PRACTICE FINTECH JAN 31, 2013
Take two tablets: Microsoft's iPad rival to surface in time for holidays

Windows folks have a history with tablets; pricing announced; specs compared

Why CrackBerry addicts would rather fight than switch
YOUR PRACTICE FINTECH JAN 31, 2013
Why CrackBerry addicts would rather fight than switch

Despite sales of iPhone and Droid, RIM device still beloved by millions; lauded for its ease of use and speed

YOUR PRACTICE RIAS JAN 30, 2013
TD 2013 Live!: By overlooking security holes, advisers put clients at risk

Speaking at TD Ameritrade's annual conference, security experts said unsecured servers and lame passwords are putting advisers' clients at risk

YOUR PRACTICE FINTECH JAN 27, 2013
Data management helps brokers deliver better service

YOUR PRACTICE FINTECH JAN 26, 2013
Empowered by technology

This white paper from United Planners outlines how real business solutions offer efficiency and simplicity, not headaches.

YOUR PRACTICE FINTECH JAN 26, 2013
Adviser success in social media

This white paper from Cambridge Investment Research explores how advisers can successfully implement strategies for leveraging social media in their practices.

YOUR PRACTICE FINTECH JAN 23, 2013
Accessing big-gun analytics

YOUR PRACTICE FINTECH JAN 21, 2013
Morgan Stanley plans $500 million technology outlay

Attention likely put on 3D, the combined Morgan Stanley-Smith Barney platform.

YOUR PRACTICE FINTECH JAN 20, 2013
Technology entices talent

YOUR PRACTICE FINTECH JAN 20, 2013
Finra adds BDCs, leveraged ETFs to focus for 2013

YOUR PRACTICE FINTECH JAN 20, 2013
Embrace change — or be its victim

Advisers and planners of all stripes must keep a close eye on the innovative ways in which people are finding new clients, managing their businesses and providing financial advice.

YOUR PRACTICE FINTECH JAN 20, 2013
Brinker introduces tablet allocation app

YOUR PRACTICE FINTECH JAN 13, 2013
It's a new year: Time to get moving

YOUR PRACTICE FINTECH JAN 11, 2013
How bucket shops got America into the stock market

Small-time -- and sometimes shady -- operators rose to prominence with advent of the ticker tape; mass-marketers

YOUR PRACTICE FINTECH JAN 09, 2013
Solutions for the top six adviser social-media risk factors

Because of the open and interactive nature of social media, there are several risk factors of which financial advisers must be mindful and prepared.

YOUR PRACTICE FINTECH JAN 09, 2013
Another promising one-off integration, Total Rebalance Expert meets Orion Advisor Services

YOUR PRACTICE FINTECH JAN 07, 2013
New tech lead at LPL Financial

YOUR PRACTICE FINTECH JAN 07, 2013
LPL launching technology jobs initiative