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FINTECH NOV 05, 2007
Retirement of boomers will create market for advisers

In about a decade, when a significant number of baby boomers have retired, there will be a new market for financial advice.

FINTECH NOV 05, 2007
Schwab's updated PortfolioCenter promises better reporting

Financial advisers who attended the annual Schwab IMPACT conference last week in Las Vegas had a chance to preview an updated version of PortfolioCenter.

FINTECH NOV 05, 2007
UMA platform gives advisers greater choice, firm contends

A unified managed account platform that gives advisers greater latitude in customizing portfolios for clients is being introduced today by ADVISORport, the UMA platform service of Wilmington, Del.-based PFPC Worldwide Inc.

FINTECH NOV 02, 2007
Tech Bits

S&P rolls out a new online service, MarketScope Advisor, and Skype, Logitech, and Intel team up on video calling.

FINTECH NOV 01, 2007
Albridge to be acquired by PNC

The Albridge platform provides advisers with an aggregate view of their clients’ assets.

FINTECH OCT 29, 2007
Rogue trader Nick Leeson sings for software firms

Nick Leeson, the rogue derivatives trader whose fraudulent transactions brought down London's venerable Barings Bank, has a new gig.

PRACTICE MANAGEMENT OCT 29, 2007
Helping clients plan for succession

In the rush of day-to-day activity, financial advisers who are fortunate enough to have business owners as clients sometimes forget where their client's financial hearts are. Hint: not with their investments.

FINTECH OCT 29, 2007
Fidelity to spend $50M on platform for advisers

Hoping to steal the thunder from archrival Charles Schwab & Co. Inc.'s annual gathering of advisers this week, Fidelity Investments last week unveiled plans to spend $50 million to develop a wealth management technology platform aimed at advisers.

FINTECH OCT 29, 2007
Solutions for retirement planning

There is no shortage of technology solutions to help with retirement planning. Some are comprehensive packages that do — or promise to do — many things; others are more modest in their goals.

RETIREMENT PLANNING OCT 26, 2007
In California, advisers worry about clients

Some 77% of respondents to an InvestmentNews survey plan to reach out to clients in areas affected by wildfires.

FINTECH OCT 22, 2007
NPH offers 'virtual' assistants

National Planning Holdings Inc. has begun a program to hire and manage an in-house licensed and trained assistant.

FINTECH OCT 22, 2007
Two new tax tools are made available to financial advisers

Two new tax efficiency tools are available to help advisers in portfolio management, specifically with the complex decision making as-sociated with their clients' stock holdings.

FINTECH OCT 22, 2007
Advisers, analysts ponder another tech bust

With the third-quarter-earnings season in full swing, financial advisers and analysts are finding similarities between this technology boom and the previous one — and they can't help but wonder if another bust is on the horizon.

FINTECH OCT 22, 2007
Low-cost high-quality video calling comes of age

As we spoke, I could tell by the glint in his eye and his body language that Michael L. Weiss, chief executive of Frontier Financial Advisors LLC, is a helluva salesman. The fact that he was several miles away was just a technicality.

ALTERNATIVES OCT 19, 2007
Merrill rolls out platform for hedge funds

Merrill Lynch has launched an independent broker-neutral platform for its prime brokerage clients in the hedge fund industry.

FINTECH OCT 16, 2007
BATS available via SFTI

A subsidiary of NYSE Euronext announced that connectivity to the BATS market center is available via the Secure Financial Transaction Infrastructure.

FINTECH OCT 15, 2007
Advisers offered new rating yardstick

Financial advisers who are frustrated over perceived shortcomings in mutual-fund- rating systems soon will have a new prism through which to view funds.

FINTECH OCT 15, 2007
Schwab survey of advisers shows the path to growth

The financial advisers with the fastest-growing businesses aren't succeeding by accident.

FINTECH OCT 15, 2007
Time for second look at SMA platforms

Independent advisers who are interested in separately managed account platforms but have always thought they were too expensive may want to take a fresh look at what is out there today.

FINTECH OCT 15, 2007
Retirement income technology leaves much to be desired

For the most part, the current crop of software programs aimed at helping financial advisers manage their clients' assets through retirement fall short of their goals, according to a leading technology analyst.