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FINTECH OCT 12, 2007
NetExchange and iPhone make connection

Perhsing's nvestment professionals using the software will now be able to access it on their Apple iPhone.

FINTECH OCT 11, 2007
Merrill to open tech center in Canada

Merrill Lynch will hire 250 people by the end of 2008 to staff a new technology center in Toronto.

FINTECH OCT 11, 2007
Pershing hooks up to iPhone

Pershing announced that its broker-dealer customers can now access its NetExchange Pro online account management platform on the Apple iPhone.

FINTECH OCT 10, 2007
Adhesion Technologies partners with CMC

Adhesion Technologies and Capital Market Consultants have teamed to offer pre-packaged model strategies.

FINTECH OCT 08, 2007
First Southwest to send platform via B-Ds

The clearing firm's B-Ds will provide consolidated performance reporting across all accounts.

FINTECH OCT 08, 2007
National database is in works

The Financial Industry Regulatory Authority is developing for mortgage brokers a national database similar to the Central Registration Depository.

FINTECH OCT 08, 2007
At long last, regulators to define "promptly'

Under regulations governing the securities industry, it's not enough for firms merely to archive e-mails; they must be able to furnish them to regulators “promptly.”

FINTECH OCT 08, 2007
New software promises users an all-in-one experience

Secure, simple and inexpensive personal-computer or cell phone access to all an investor's financial data is the promise that was being offered by companies taking part in Finovate 2007, a financial-technology trade show held in New York last week.

FINTECH OCT 08, 2007
Advisers face the challenge of data consolidation

Financial advisers don't suffer from a lack of client data, but too many providers don't offer such data in a consolidated fashion, forcing advisers to find certain types of information on their own.

FINTECH OCT 08, 2007
Website to rank financial advisers on investment results

An upstart financial networking website is looking to create a forum for financial advisers to showcase their investing prowess

FINTECH OCT 01, 2007
Envestnet is rejuvenating the PMC brand name

Envestnet Asset Management Inc. has much to gain and little to risk in reviving its PMC brand name.

FINTECH OCT 01, 2007
Advanced Equities emerges as big player in venture capital

FINTECH OCT 01, 2007
Fidelity unveils new planning tool aimed at advisers

PRACTICE MANAGEMENT OCT 01, 2007
Do your clients know your plans?

PRACTICE MANAGEMENT SEP 20, 2007
Cambridge's founder passes baton

Chief executive Eric Schwartz is handing the title of president to chief operations officer Amy Webber.

FINTECH SEP 20, 2007
DTCC unveils redesign

It aims to streamline the process of obtaining fund prospectus information while expanding its Mutual Fund Profile Service.

FINTECH SEP 17, 2007
Some experts question industrywide popularity of Monte Carlo simulations

When it comes to using Monte Carlo simulations, Shawn Brayman says he’s heard it all.

FINTECH SEP 13, 2007
National Financial enhances UMA system

The subsidiary of Fidelity announced that two sets of features have been added to its Managed Account Solutions.

FINTECH SEP 11, 2007
Laserfiche presents Intuition Pro

Laserfiche, of Long Beach, Calif. officially rolled out its new Intuition Pro document management system.

FINTECH SEP 11, 2007
SmartDraw debuts graphics software

SmartDraw.com launched SmartDraw 2008, the company’s latest version of business graphics software.