Fintech

Displaying 4670 results
Pershing aims to check 'check-and-app'
YOUR PRACTICE FINTECH AUG 24, 2012
Pershing aims to check 'check-and-app'

Custodian looking to eliminate mailing of checks to mutual funds, insurance companies; other tech rollouts in the works, too

YOUR PRACTICE RETIREMENT PLANNING AUG 19, 2012
Tool aims to help DC plan participants make better decisions

YOUR PRACTICE FINTECH AUG 19, 2012
Raymond James rolls out MoneyGuidePro integration

YOUR PRACTICE FINTECH AUG 12, 2012
Creating interest with Pinterest

YOUR PRACTICE FINTECH AUG 12, 2012
iRebal-Veo integration is enviable

YOUR PRACTICE OPINION AUG 08, 2012
The Interactive Adviser: Expanding your firm online

More and more advisers are posting, tagging and tweeting their way to business growth

YOUR PRACTICE FINTECH JUL 27, 2012
Take the InvestmentNews second annual technology usage and satisfaction survey [darn it]

The survey will close on Tuesday.

YOUR PRACTICE FINTECH JUL 23, 2012
Google Nexus 7 a sellout?

YOUR PRACTICE FINTECH JUL 22, 2012
Document management is key

MSSB advisers get green light for social media
YOUR PRACTICE FINTECH JUL 17, 2012
MSSB advisers get green light for social media

Morgan Stanley Smith Barney has given its more than 17,000 financial advisers clearance to start using social-media networks. The challenge now? Getting them to use it.

YOUR PRACTICE RIAS JUL 15, 2012
Custodians add online services

YOUR PRACTICE FINTECH JUL 08, 2012
Russell's new tool allows quick analysis of portfolios

YOUR PRACTICE FINTECH JUN 25, 2012
Social-media seminar offers lessons for firms

YOUR PRACTICE RIAS JUN 25, 2012
Advisers' primary challenges when using social-media sites for business purposes

Kitces: 11 blogs for all financial advisers to follow
YOUR PRACTICE FINTECH JUN 25, 2012
Kitces: 11 blogs for all financial advisers to follow

While there are many lists of blogs out there, financial planning's own social media “power tweeter” Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces Report and his own blog, <a href="https://www.kitces.com/blog/">Nerd's Eye View</a>, maintains a list of blogs specifically relevant for financial advisors.

Shorts no friend to Facebook as shares dip below $30
YOUR PRACTICE FINTECH JUN 20, 2012
Shorts no friend to Facebook as shares dip below $30

Puts outnumber calls 3 to 1; 'people are disillusioned'

YOUR PRACTICE FINTECH JUN 17, 2012
MSSB takes lead as wirehouses tiptoe into unfamiliar territory

YOUR PRACTICE FINTECH JUN 17, 2012
For this adviser, the blog's the thing

YOUR PRACTICE FINTECH JUN 17, 2012
At Raymond James, social media is valuable communication tool

YOUR PRACTICE FINTECH JUN 17, 2012
Five ways to exploit social media