Envestnet Asset Management Inc. has signed an agreement to provide a money management platform for Shareholders Service Group Inc., a San Diego-based custodial firm that serves 700 advisers.
New software tool will help advisers scan for the best variable annuity option for a client.
Who uses which technology products and are they satisfied? Where is adviser technology going?
Respondents to the recent <i>InvestmentNews</i> RIA Technology Study overwhelmingly (95%) rated technology as either “critical” or “absolutely critical” to the success of their business
The recent data breach involving Morgan Stanley Smith Barney LLC should serve as a warning to financial advisers that important steps need to be taken to improve the security of sensitive client information stored on CD-ROMs
Advisers can conduct transactions over iPhones and Android smart phones
While both custodians bristle at any suggestion of a race, Schwab Institutional and TD Ameritrade Institutional are charging ahead in their efforts to deliver a unified technology platform to their registered investment adviser clients.
Wealthy investors love their iPads and want their financial advisers to use them too, according to a recent study by Cisco Systems Inc.
Hi folks, Davis Janowski, technology reporter with InvestmentNews here. We have created a short, simple survey for advisers in order to determine how many of you use which products and vendors and gauge your level of satisfaction with them. This will not only help me with my stories and columns but give you, the advisers, a sense of the popularity and market share they have.
My favorite-blog-post-title-of-the-year-so-far award goes to Adam Levin, founder and chairman of Credit.com: <a href="//www.credit.com/blog/2011/07/the-morgan-stanley-smith-barney-breach-losing-client-data-the-old-fashioned-way/"" target="”_blank”" rel="noopener noreferrer">The Morgan Stanley Smith Barney Breach: Losing Client Data the Old Fashioned Way</a>. Actually, I'm not sure if it is a blog or a true news site, regardless, it is not the typical news outlet you would expect for such a large story.
There were 316,812 buy trades placed in the retail-municipal-bond market last month, according to data from BondDesk Trading LLC
BondWorks already in beta with 20K customers; new wealth management platform three years in the making
Mobile program allows for document and content management while away from the office
Mobile banking is the wave of the future and leading the way are forward-thinking Gen-Y consumers.
Latest model to be released in September, sources say; better camera, faster chip
As regulators take their own sweet time coming up with guidelines for social media, the marketplace is coming up with its own solutions for financial advisers
A majority of surveyed global wealth-management execs said their clients aren't satisfied these days. Indeed, one industry adviser says many clients 'expect a lot more and tolerate a lot less.'
Financial advisers, whether solo practitioners or members of a multiperson firm, need to think regularly about whether their technology is keeping pace with their business needs.
