I recently received a demonstration of Trust Co. of America's new web-based interface for clients. It is the first major piece of the custodian's overall platform retrofit to be completed
Advisers are lagging banks and retail brokerages when it comes to providing useful tools on smart phones and tablets — and the average investor notices it.
When it comes to brokerage firm websites, designed to inform investors about their transactions, one of the first things one would think they'd get right would be providing them with their account information. Apparently, they don't.
Financial planning applications come in two flavors, goal-based or cash-flow-based, and neither type does a very good job of equipping advisers with ways to estimate insurance or health care costs for their clients
Financial advisers often equate technology with progress. And while it can be one of the major keys to unlocking profitability, it also can be responsible for strangling and stifling your firm.
A new spirit of openness appears to be permeating Advent Software Inc.
The MDE Group Inc., a $1.3 billion institutional wealth management firm, is making an official expansion into the registered investment adviser business with the launch of Risk 3.0 Asset Management
Advisor Group — the independent-broker-dealer business of American International Group Inc. — tomorrow is unveiling a re-engineered second generation of its technology platform, now to be called Vision 2020 Wealth Management
Even in the rocky world of technology investing, the debt ceiling debate has been an eye-opening experience.
Risk 3.0 Asset Management holds out the promise of predictable returns with limited volatility
George Smaragdis, director of media relations at the Financial Industry Regulatory Authority <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20110807/REG/308079974"" target="”_blank”" rel="noopener noreferrer">told me two weeks ago</a> to expect some additional guidance on social media soon and sure enough here it is in the form of <a href="//www.finra.org/web/groups/industry/@ip/@reg/@notice/documents/notices/p124186.pdf"" target="”_blank”" rel="noopener noreferrer">Regulatory Notice 11-39</a>.
Financial advisers up and down the East Coast dealt with the aftermath of Hurricane Irene today as many struggled with communication, commuting or power — and in some cases, all of the above.
The results of an exclusive <i>InvestmentNews</i> survey of roughly 1,000 advisers on the software and technology they use most often.
As he watched his advisory business thrive over the past few years, Anthony Halpin noticed that his website had become stale
The vast majority of financial advisers see technology as critical to driving growth. And 73% of the advisers who responded to the <i>InvestmentNews</i> <a href=http://www.investmentnews.com/article/20110411/INCR/110419987>RIA Technology Study</a> rated their return on investment for technology spending as medium to high.
Social media used by more than half of large businesses; lots of monitoring going on
Video has been around for ages (remember VHS?), but its use as a strategic marketing and communication tool among small businesses is about to explode.
Envestnet Inc., a turnkey technology and wealth management provider that went public in July, is adding several unified-managed-household features to its platform this week.
