Fintech

Displaying 4670 results
YOUR PRACTICE FINTECH JUN 13, 2008
NYSE proposes modernizing rules

NYSE Euronext filed proposed rules meant to allow the institution to become more competitive and efficient.

YOUR PRACTICE FINTECH JUN 13, 2008
WealthStation 3.0, InfoStreet, SecurID 1100

SunGard Data Systems today released version 3.0 of its WealthStation wealth management platform.

YOUR PRACTICE FINTECH JUN 10, 2008
NYSE Euronext to partner with Progress

The exchange is attempting to provide its customers with complex event processing capabilities.

YOUR PRACTICE FINTECH JUN 09, 2008
A single standard tops Your Silver Bullet's goals

Your Silver Bullet is creating a single standard on which members can base future software projects.

YOUR PRACTICE FINTECH JUN 09, 2008
Web regarded as most influential tech innovation

Advisers and the vendors serving them agree the Internet — first as a communication tool and later as home to numerous hosted applications — is the single most important technology innovation affecting the industry in the last decade.

YOUR PRACTICE FINTECH JUN 09, 2008
Wirehouse brokers faced many changes

Wirehouse brokers have had to respond to many changes in the industry in the past decade.

YOUR PRACTICE RETIREMENT PLANNING JUN 09, 2008
A turbulent decade for fund industry started off well

The mutual fund industry, buffeted by volatile markets, unprecedented scandals and new competition, has had a tough time over the past 10 years.

YOUR PRACTICE FINTECH JUN 09, 2008
Custodians morphed into multiservice companies

The custody business has evolved over the last decade.

YOUR PRACTICE FINTECH JUN 09, 2008
Eyeing assets, custodians aim to help advisers grow

Competition is stiffening among firms that keep assets under custody — and that situation could lead to cheaper, faster and better business for independent registered investment advisers.

YOUR PRACTICE FINTECH JUN 09, 2008
Adviser software expected to speak the same language

The grandest prediction being made about financial adviser technology is that in the next few years, much of the industry's software will speak the same language.

YOUR PRACTICE FINTECH JUN 06, 2008
E*Trade mobil, Resolver One, Market-Q

E*Trade is wrapping up testing of its mobile platform, E*Trade Mobile Pro, for use on BlackBerry smart phones.

YOUR PRACTICE FINTECH JUN 02, 2008
Pershing offers document managementc

Pershing LLC subsidiary iNautix LLC on Wednesday will introduce a next-generation document management solution geared toward introducing broker-dealers, investment professionals and independent registered investment advisers.

YOUR PRACTICE FINTECH JUN 02, 2008
Investing in technology during downturns

On a recent cross-country flight, I sat next to a gentleman employed by a large technology consulting firm that assists Fortune 100 companies in implementing multimillion-dollar systems.

YOUR PRACTICE FINTECH JUN 02, 2008
Environmental investing could be in the 'early stages' of a bubble

Ethanol, wind farms and other green technology might prove more beneficial to the environment than to investors.

YOUR PRACTICE FINTECH MAY 30, 2008
Laserfiche8, Cheshire, and archival docs

Laserfiche, an electronic-document-management system firm, announced this the latest version of its software.

YOUR PRACTICE FINTECH MAY 26, 2008
Transamerica Financial Advisers rolls out paperless system

Independent broker-dealer Transamerica Financial Advisers Inc. is rolling out a soup-to-nuts paperless document management and e-signature system called TFA Synergy, and some advisers who have used it report that it saves time dramatically.

YOUR PRACTICE ALTERNATIVES MAY 22, 2008
BlackRock recruits exec

BlackRock Inc. has hired Craig Phillips to head its financial markets advisory group, a unit of BlackRock Solutions.

YOUR PRACTICE FINTECH MAY 16, 2008
Laserfiche, EZ Data and EMSI

The document-management unit of Compulink Management Center has announced the release of Laserfiche 8.

YOUR PRACTICE FINTECH MAY 12, 2008
RBC continues to struggle with new tech platform

RBC is struggling to get the bugs out of its new technology platform.

YOUR PRACTICE FINTECH MAY 12, 2008
SEC chief to unveil data-reporting plan