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Friday, November 20, 2009
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In a move likely to be replicated by most exchanges, the Nasdaq OMX Group Inc. announced this week that it will begin providing real-time latency measurement to its customers.
Advisers, independent broker-dealers, and others that need to keep up with compliance and regulatory changes daily — or that need to research cross-industry or multinational issues — can enlist a new online tool from Wolters Kluwer Financial Services.
CashEdge Inc. is now making its AllData Advisor account aggregation service available to financial advisers via a self-service online subscription.
Two technology developments came out of the Nasdaq OMX Group Inc. this past week: a new social network and an iPhone application.
Advisers have the opportunity, until Nov. 20, to make their voices heard on the Financial Industry Regulatory Authority Inc.'s broad proposal to change how it regulates financial advisory firms' communications with the public — a proposal that could address advisers' use of social media.
Enhanced application and data integration available with second version of Albridge AppLink
Albridge Solutions has announced the availability of version 2.0 of its AppLink technology, which is intended for use by its broker-dealer clients and their 100,000 financial advisers.
PlanPlus Inc. has introduced a free web-based community edition of its financial planning software. Formerly called PlanPlus Web Advisor, the application has been rebranded as PlanPlus Planit and is being unveiled at the Institute of Advanced Financial Planning Conference in London.
I'm willing to bet that a number of advisers have a venerable Texas Instruments Inc.BA II calculator either sitting on their desk, or in a nearby drawer. I'd also be willing to bet that most of you are too self-conscious to be seen in public with it.
StreetSmart CRM to offer conference calling feature
I'll soon be taking a fresh look at customer relationship management software and software-as-a-service providers, and one that a few advisers have asked me about is StreetSmart from InfoStreet Inc.
To date, Tamarac Inc. has been known for its re-balancing and trade order generation platform, but that is about to change. The company is simultaneously making two announcements.
An increasingly popular provider of outsourced performance reporting and portfolio management to independent advisers, announced this week that it is launching a technology consulting group.
The popular MarketScope Advisor platform from Standard & Poor's has a new addition this week, a bond research portal.
The registered investment advisory firm Curian Capital this week launched a platform that it is classifying as a unified-managed-household solution.
Norman Pappous, the founder of EvaluateMyAdvisor.com, spent the first half of his career in several capacities on the institutional side of financial services and found himself in awe of the “quant jocks” he worked with — his most memorable boss had a Ph.D in physics.
I got a sneak preview of a white paper from IPS AdvisorPro that sheds light on the time, costs associated with creating investment policy statements.
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