Fintech

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YOUR PRACTICE FINTECH JAN 15, 2008
Knight Capital gets an Edge

Knight Capital has bought EdgeTrade, a privately-held agency-only trade execution and algorithmic software company.

YOUR PRACTICE FINTECH JAN 14, 2008
NYSE buys Wombat for $200 million

With the purchase, NYSE Euronext hopes to further improve their connectivity, transaction and data-management solutions.

YOUR PRACTICE FINTECH JAN 14, 2008
How to make referrals more meaningful

YOUR PRACTICE FINTECH JAN 11, 2008
Tech Bits

This week: Version 6.0 of CNG-SAFE, Laserfiche Compliance and a partnership between InvestEdge and Evare.

YOUR PRACTICE FINTECH JAN 07, 2008
Advisers may benefit from XBRL shift

If advisers haven't heard of extensible business reporting language, or XBRL, they soon will.

YOUR PRACTICE FINTECH JAN 07, 2008
Technology efforts this year might lure people to the web

Online delivery of software tools and data to advisers will be the major focus of 2008 technology innovations, industry experts say.

YOUR PRACTICE FINTECH JAN 07, 2008
Schwab looks to buy more tech vendors

Schwab Institutional will seek to acquire or partner with more technology vendors, a strategy that follows a doubling in the company's tech budget in 2007.

YOUR PRACTICE FINTECH DEC 17, 2007
Schwab unit to acquire Etelligent

Schwab Performance Technologies said last Thursday that it has entered into an agreement to acquire Etelligent Consulting Inc., a registered investment advisory technology consulting firm.

YOUR PRACTICE FINTECH DEC 14, 2007
Advisers to boost reliance on web tools

Experts cite CRM, document management, web portals, integrated adviser platforms and RSS as areas of expected growth.

YOUR PRACTICE FINTECH DEC 13, 2007
Schwab snaps up RIA tech consulting firm

Schwab Performance Technologies has entered into an agreement to acquire Etelligent Consulting Inc.

YOUR PRACTICE FINTECH DEC 12, 2007
The Hartford buys tech firm

The Hartford announced plans today to acquire TopNoggin, a technology firm based in Powell, Ohio.

YOUR PRACTICE FINTECH DEC 10, 2007
Compatibility issues vex advisers with Microsoft Vista

Advisers thinking about treating themselves this holiday season to new office PCs running Microsoft Vista should think twice: Only a tiny fraction of an adviser's core professional software is likely to be Microsoft Vista-compatible.

YOUR PRACTICE FINTECH DEC 10, 2007
Northstar rolls out customized wealth suite

NorthStar Systems has rolled out a wealth management platform that includes a suite of services building on the company's many individual offerings.

YOUR PRACTICE FINTECH DEC 10, 2007
New online tool helps prospect for wealthy clients

Advisers have a new, largely undiscovered and relatively inexpensive online database for prospecting for wealthy clients or for researching the giving habits of those they already have.

YOUR PRACTICE FINTECH DEC 04, 2007
Fiserv finalizes CheckFree acquisition

The technology-solutions provider has completed its $4.4 billion cash acquisition of CheckFree.

YOUR PRACTICE FINTECH DEC 03, 2007
Industry IT spending may outpace others'

While spending on technology in the financial-services sector won't reach double-digit growth next year, it's likely to outpace growth in spending by many other big sector groups.

YOUR PRACTICE FINTECH DEC 03, 2007
Man vs. machine

When computers manage the portfolio, the first challenge is often preventing the human brain from getting in the way.

YOUR PRACTICE FINTECH DEC 03, 2007
S&P has high hopes for MarketScope Advisor

Standard & Poor's MarketScope Advisor is a beautifully designed, intuitive online application that is meant to serve as a financial adviser's central source of real-time stock analysis, equity research, strategic asset allocation guidance and market commentary.

YOUR PRACTICE FINTECH NOV 26, 2007
At quirky Thrasher, investors can pick stocks and groove to the music

Charts displaying stock market activity or detailed stock analysis are common on investment or brokerage websites — an embedded music player would seem out of place.

YOUR PRACTICE FINTECH NOV 12, 2007
Are you ready for cost basis reporting?

A "nightmare" is how Shami Kaur, an adviser and certified financial planner with SK Financial Alliance in Cedar Knolls, N.J., describes dealing with cost basis issues and their tax ramifications.