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A wealth of online tools

February 26, 2012

In addition to the tools offered by financial companies that market directly to investors — brokerage firms such as E*Trade Securities LLC and TD Ameritrade Inc., for example, and fund complexes including The Vanguard Group and T. Rowe Price...

A lesson from an adviser cybervictim

February 19, 2012

My recent column regarding what financial advisers should and shouldn't do to protect clients from cybercrime prompted strong re- sponses from readers. One came from an adviser who requested anonymity because he is in the middle of a legal action...

Envestnet to buy Tamarac

February 19, 2012

Integrated wealth management provider Envestnet Inc. is in expansion mode. The firm is acquiring Tamarac Inc., a provider of portfolio management technology increasingly popular among independent registered investment advisers, for $54 million...

Envestnet announces agreement to acquire Tamarac

February 16, 2012

It would appear that integrated wealth management provider Envestnet Inc. is in expansion mode. The firm today announced that it was acquiring Tamarac Inc., an increasingly popular provider of portfolio management technology among independent...

Schwab announces availability of key technology platform components for RIAs

February 16, 2012

Schwab officially announced availability of a few technology-related things today. Specifically Schwab has launched its two platforms that make up the Schwab Intelligent Integration initiative: Schwab OpenView Integrated Office and Schwab OpenView...

Party like it's 1999: Soros, hedgies streaming into tech sector

February 15, 2012

Billionaire George Soros' firm added shares in Google Inc. (GOOG) and Comverse Technology Inc. (CMVT) in the fourth quarter, leading purchases of technology stocks by asset managers in the quarter. Soros Fund Management LLC bought 258,774 shares...

Will Facebook 'friend' IPO market?

February 12, 2012

Like other hot technology companies that have gone public before it, Facebook may give the IPO market a much-needed boost. The giant social network, which was founded in a Harvard dorm room in 2004, said Feb. 1 that it will offer $5 billion...

Welcoming the latest version of Junxure and a new data tool

February 12, 2012

Last week, CRM Software Inc. rolled out version 9.2 of Junxure to advisers and made significant updates to its ClientView Live web portal offering. The new versions will be available to the general public this week. Because of CRM Software's...

Past performance may be a harbinger for future, after all

February 5, 2012

Despite decades of statements to the contrary, it turns out that past performance actually is a pretty good indicator of future mutual fund returns — provided that the performance is adjusted for risk. By measuring the volatility of mutual...

Tech update: Data standards elusive

February 5, 2012

Lack of data standards has slowed the evolution of the advisory business. “Things move at glacial speed in the financial services world,” said Bill Harris, who is probably best known for having served as chief executive at both PayPal and...

Here's what financial advisers should do (and not do) to protect clients from cybercrime

February 5, 2012

Like it or not, financial advisers are now on the front lines in the war against cybercrime. In the past few years, there has been an extraordinary increase in the level of sophistication among cybercriminals, said Philip J. Blank, managing...

Wealthy clients on FaceBook deal: Z-z-z-z-z ...

February 2, 2012

Wealthy investors aren't clamoring for a piece of Facebook Inc. (FB)'s initial public offering because some own the stock through private transactions while others shy away from risky technology deals, according to advisers. “It's kind of...

The possible tech wrecks facing RIAs

February 1, 2012

TD Ameritrade's John Patullo on how the custodian is supporting RIAs in facing some of their toughest technology challenges.

Numbers aren't nearly as important as education

January 29, 2012

Most sophisticated portfolio management and reporting systems allow an adviser to tell a complete performance story to their clients. But how complete the story is relies more on the adviser than the software. Commonwealth Financial Network's...

Performance reporting is vexing

January 29, 2012

Despite software that makes it possible to report portfolio performance going far beyond net gains and losses, many financial advisers remain reluctant to provide in-depth answers to their clients' most basic question: “How am I doing?”...

Jumping on Salesforce bandwagon

January 29, 2012

The Salesforce bandwagon is filling up. Advisor Group, a large independent-broker-dealer network, will roll out to financial advisers affiliated with all three of its firms — FSC Securities Corp., Royal Alliance Associates Inc....

Another tool to help re-balance the books

January 22, 2012

Nine years ago, adviser Rich Chambers got frustrated. At the time, there were no tools available for him to re-balance his book of business. Mr. Chambers had to re-balance his accounts manually, using a spreadsheet, just like other financial...

A solution for firms using Salesforce

January 15, 2012

I have mixed feelings about, a very popular customer relationship management solution. No doubt about it — millions of users in many industries swear by it. However, I think that the solution is a poor fit for many smaller registered...

Social-media action steps for the New Year

January 15, 2012

Do you have a business goal for 2012? We'll get to the ways you can incorporate social media into those goals in a minute, but having clearly defined, written goals is the first step. And there's more. Go a few steps beyond simply identifying...

Socialware to receive additional funding from CrunchFund, other investors

January 9, 2012

Congrats to Socialware Inc., they announced $7 million in new funding today. CrunchFund will join “other investors” in providing the round of series C funding to the firm, which supplies several broker-dealers and insurance companies (among...

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