Fintech

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YOUR PRACTICE RIAS OCT 28, 2010
Advisers still social networking in the slow lane

“I thought Twitter was something Brett Favre uses to pick up women.”

YOUR PRACTICE FINTECH OCT 28, 2010
Advice for users of CRM

YOUR PRACTICE FINTECH OCT 28, 2010
Custodians rev up their platforms

YOUR PRACTICE FINTECH OCT 26, 2010
Envestnet shares close higher after IPO prices low

Envestnet Inc., a Chicago company that provides Web-based services for financial advisers, expects to raise more than $31 million in net proceeds this week in an initial public offering.

YOUR PRACTICE FINTECH OCT 25, 2010
Asset managers hiring tech execs to streamline processes

Companies look for chief technology officers with experience in outsourcing, shared services

YOUR PRACTICE FINTECH OCT 25, 2010
Online app lets you screen stocks for reaction to economic factors

Here's a common refrain I've heard from advisers over the past two years: “It is a shame I couldn't better account for the economy in adjusting my clients' portfolios”

YOUR PRACTICE FINTECH OCT 20, 2010
BlueSky ahead for the iPad

Black Diamond Performance Reporting today is expected to announce the availability of a new application specifically designed for the Apple Inc.'s iPad.

YOUR PRACTICE FINTECH OCT 17, 2010
Advisers: Be careful out there in cyberspace

The online security landscape is changing in fundamental ways

YOUR PRACTICE FINTECH OCT 15, 2010
TD to open Veo architecture to third parties to lure advisers

TD Ameritrade launches tech initiative, moves toward completely open architecture
YOUR PRACTICE RIAS OCT 15, 2010
TD Ameritrade launches tech initiative, moves toward completely open architecture

If carried to fruition, TD Ameritrade Institutional's latest technology initiative will be the first to open its application program interface completely to third-party technology firms able to pass muster during the custodian's security review of their systems.

YOUR PRACTICE EQUITIES OCT 12, 2010
King of dividends? Banking sector no longer tops

IT industry jumps ahead of banks in total payouts to shareholders 'excess cash'

YOUR PRACTICE FINTECH OCT 10, 2010
A better(ment) mousetrap for the mass affluent?

Technology will be the key that unlocks the mass-affluent market for financial advisers

YOUR PRACTICE FINTECH OCT 07, 2010
Will artificial intelligence one day threaten the advisory industry?

YOUR PRACTICE FINTECH OCT 04, 2010
Protracker rolls out Form ADV Part 2 software

YOUR PRACTICE FINTECH OCT 04, 2010
Cell mates: New devices help you find lost phone

Zomm, Phone Halo dialed in when you're not: why is your pocket flashing?

YOUR PRACTICE FINTECH OCT 04, 2010
Could new mutual fund evaluation tool put Morningstar and others on notice?

YOUR PRACTICE FINTECH OCT 01, 2010
Pricing improvements? Taking the pulse of the internet space

In February, S&P Equity Analyst Scott Kessler raised his fundamental outlook on the internet software & services industry to positive from neutral, reflecting what he views as a stabilized global economy that would contribute to more overall advertising spending, an increasing percentage of related budgets being committed to the Internet (versus so-called traditional media), and pricing for associated online offerings that is showing signs of improvement

YOUR PRACTICE FINTECH SEP 28, 2010
Social Media: Reps, advisers experiment despite compliance concerns

Obviously, compliance officers are very concerned about the use of social media, particularly by registered representatives.

YOUR PRACTICE FINTECH SEP 26, 2010
Storm is brewing for cloud-computing stocks

Investors are all abuzz over cloud computing, which allows individuals to access services and applications via the Internet without maintaining their own servers and software.

YOUR PRACTICE FINTECH SEP 26, 2010
Help in finding financial planning software