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FINTECH SEP 10, 2007
Schwab entices advisers with free software

Schwab Institutional will provide free portfolio re-balancing software to financial advisers who use its custody services.

FINTECH SEP 10, 2007
Upgraded planning software takes a modest step forward

Financial crises may come and go. Today’s highflying stock may be tomorrow’s dog. But through it all, the quest for practical, if not perfect, financial planning software has been a constant that left irritated advisers reaching for the Prozac.

PRACTICE MANAGEMENT SEP 10, 2007
The $50 million men

Last March, Scott Hanson picked up his telephone, listened to an offer and promptly declined it.

OPINION SEP 10, 2007
The power of a business plan

FINTECH SEP 10, 2007
Advisers find value in new investor-focused websites

Several new online services aimed at individual investors are attracting the attention of advisers because of the potential they provide for marketing and collaboration.

FINTECH AUG 27, 2007
Advisers finding benefits by being LinkedIn

Like LinkedIn’s 13 million other registered users, financial advisers are discovering that online networking can pay off.

FINTECH AUG 20, 2007
Migrating to specialized planning software

Financial advisers sometimes outgrow relationships — including relationships with software.

FINTECH AUG 13, 2007
Subprime exposure worries some advisers

Client portfolios may be affected by the fallout from turmoil in the subprime mortgage market — but advisers aren’t exactly sure where the problems may lie and don’t believe their software tools can give them timely answers.

FINTECH AUG 13, 2007
Technology failure thwarts Linsco

An online-access snafu put a glitch in Linsco/Private Ledger Corp.’s plans to compete with the largest firms in the industry and left 7,000 financial advisers unable to place trades, view accounts or perform other routine tasks for most of last week.

FINTECH AUG 08, 2007
LPL experiences systems failure

A massive snafu is stopping 10,000 advisers affiliated with Linsco/Private Ledger Corp. from doing business online.

FINTECH AUG 06, 2007
More adviser tools coming to smart phones

Financial advisers who use a BlackBerry or other smart phone soon will be able to access a wider range of financial tools and applications.

FINTECH JUL 23, 2007
Neovest offers trading tools

In wake of the BoNY-Mellon merger, third-party trading technology has been made available to assist customers of Pershing.

FINTECH JUL 23, 2007
NASDAQ rolls out online widgets

The Nasdaq Stock Market Inc. will make a wide range of its data tools available via the Web.

FINTECH JUL 19, 2007
Pentegra teams up with BISYS

Another partnership has been formed in preparation for impending boomer retirement rush.

FINTECH JUL 19, 2007
Award highlights WiMAX investment

Aperto Networks has been named as the Top WiMAX Company in India by VOICE&DATA magazine in its latest annual survey of multiple technology sectors in India.

FINTECH JUL 13, 2007
Albridge rolls out new calculation choices

Advisers can now produce on-the-fly internal rate of return and daily time weighted return rates of return for their clients.

FINTECH JUL 05, 2007
More fund companies to offer 130/30s

FINTECH JUN 25, 2007
SROs issue electronic-communications guidance

IRVINE, Calif. — NASD and the New York Stock Exchange this month released long-awaited guidance to brokerage firms on how to supervise electronic communications.

FINTECH JUN 18, 2007
Bradley on hot seat at TD Ameritrade

J. Thomas Bradley Jr., president of TD Ameritrade Institutional, is feeling the heat from financial advisers as he tries to balance their concerns and the demands of his parent firm, TD Ameritrade Holding Corp., to continue to increase assets.

FINTECH MAY 14, 2007
Schwab cuts PortfolioCenter price

SAN FRANCISCO — Schwab Performance Technologies Inc. is waiving the $10,000 license charge for its PortfolioCenter portfolio accounting software for advisers with 50 or fewer accounts.