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LPL to unveil technology push

January 1, 2012

LPL Financial LLC will soon take the wraps off a major technology initiative intended to appease its 12,799 reps and advisers. The nation's largest independent broker-dealer is being tight-lipped about its plans, which will include new and improved...

For advisers, it's more like social notworking

December 22, 2011

Despite all the hype about social media, it's been a big bust for most advisers so far. "I think to a certain extent, the hype around social media has been overplayed," said Ron Shevlin, senior analyst with Aite Group LLC. "For many advisers,...

TD to work on work flows for third-party technology partners

December 22, 2011

TD Ameritrade Institutional has completed an agreement with technology consultancy Actifi Inc. to help it build automated workflows for TD's Veo Open Access platform. Specifically those workflows will be built for and in concert with the dozen...

Advisers embrace media, old and new

December 19, 2011

Long before there was social media, advisers took to the airwaves to get their messages out. Stanley H. Molotsky started the “Molotsky Money Hour” on radio stations near the Southern New Jersey headquarters of his advisory firm, The SHM...

Fidelity's online dashboard is loaded

December 18, 2011

Yes, I admit it, I am a nerd. Last week, while Fidelity Institutional Wealth Services representatives talked about the results of their recently completed RIA benchmark survey, I just wanted them to skip ahead and discuss the online adviser...

Advisers can slice and dice peer data via Fidelity study

December 14, 2011

Registered investment advisers who participated in a Fidelity Institutional Wealth Services benchmarking study will get to track their business practices against their peers online. Fidelity and Quantuvis Consulting Inc., the firm that helped...

InvestmentNews Technology Directory to make its debut this week

December 11, 2011

After a great deal of effort and teamwork, the InvestmentNews Technology Directory will be introduced online Wednesday. The directory will feature detailed profiles of products designed for the advisory community. It already has more than 100...

Cost basis on mutual fund assets updated in DTCC system

December 7, 2011

The Depository Trust & Clearing Corporation announced Tuesday that it rolled out enhancements to its Cost Basis Reporting Service, which will now provide cost basis information on mutual fund assets. Federal cost basis reporting regulations...

Here's an easier way to gauge lost cost basis

December 4, 2011

Everyone agrees that determining the cost basis of securities is a big headache. Because it isn't easy to keep track of the stock splits and other corporate actions that affect the cost basis of securities — let alone know when grandpa bought...

A better way to manage business cards

November 27, 2011

LinkedIn just rolled out CardMunch Version 3.0, available for the iPhone, which converts the information printed on a business card into digital form and links it to the card giver's LinkedIn profile. The application is the first major development...

Raymond James makes its social-media move

November 20, 2011

Raymond James Financial Inc. has become the latest financial services firm to help minimize the compliance barrier to wider use of social media. The firm is using the Socialite platform from Actiance Inc. so that its financial advisers can use...

A small CRM system that offers many extras

November 13, 2011

In many columns, I have examined the choices available on custodial technology platforms, either built or under construction. To maintain balance, I thought I would focus on some of the tech solutions that independent financial advisers can...

Q&A with Schwab's Neesha Hathi

November 8, 2011

InvestmentNews technology reporter Davis Janowski sits down with Neesha Hathi, vice president of technology solutions for Schwab Advisor Services.

When it comes to technology, it's the little things that count

November 6, 2011

This intrepid (and tired) reporter has been riding the rails and flying the crowded skies over the past few weeks attending conferences, taking part in panels and meeting with many financial advisers about my favorite subject: adviser technology....

Schwab tries to wow advisers with its technology progress

November 6, 2011

Schwab Advisor Services last week showed off the first of its completed integrations with Salesforce.com and announced a new partnership. The moves mark the most significant developments in months in the Schwab Intelligent Integration initiative,...

Personal Capital ventures into online-advice arena

October 30, 2011

With Americans practically addicted to the Internet, a web-based investment advisory business would seem to be an idea whose time has come. The founders of Personal Capital Corp. certainly hope so. Bill Harris, the former chief executive of...

A tool for your clients and their kids

October 30, 2011

If you would like an easy way to educate clients — and, more importantly, their children — about matters financial, take a look at HelloWallet. An inexpensive online tool that provides individualized financial guidance to consumers, HelloWallet...

What the RIA business spends on technology

October 28, 2011

How much will RIAs spend on tech products and software? One estimate pegs the industry's tech spend at just shy of $2 billion.

What do RIAs spend on technology?

October 28, 2011

Typically, an RIA spends a little over 2% of its revenues on technology in a given year, according to findings from our IN Adviser Solutions group. So how much do RIAs spend on technology? By using data from a sample of more than 600 RIAs that...

Want to target younger life insurance customers? Get online

October 24, 2011

The future of life insurance prospecting for reps and carriers is on the Internet. With 2011 sales of life insurance products up just 4% over last year, carriers and producers would be well served by mining social networks to step up growth,...

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