Schwab Institutional will provide free portfolio re-balancing software to financial advisers who use its custody services.
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.
Last March, Scott Hanson picked up his telephone, listened to an offer and promptly declined it.
Several new online services aimed at individual investors are attracting the attention of advisers because of the potential they provide for marketing and collaboration.
Like LinkedIn’s 13 million other registered users, financial advisers are discovering that online networking can pay off.
Financial advisers sometimes outgrow relationships — including relationships with software.
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.
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.
A massive snafu is stopping 10,000 advisers affiliated with Linsco/Private Ledger Corp. from doing business online.
Financial advisers who use a BlackBerry or other smart phone soon will be able to access a wider range of financial tools and applications.
In wake of the BoNY-Mellon merger, third-party trading technology has been made available to assist customers of Pershing.
The Nasdaq Stock Market Inc. will make a wide range of its data tools available via the Web.
Another partnership has been formed in preparation for impending boomer retirement rush.
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.
Advisers can now produce on-the-fly internal rate of return and daily time weighted return rates of return for their clients.
IRVINE, Calif. — NASD and the New York Stock Exchange this month released long-awaited guidance to brokerage firms on how to supervise electronic communications.
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.
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.
