Davis was Technology Reporter for Investment News from 2007 to 2013, covering software and online services, as well as the latest in computer and mobile hardware technology available for financial advisers. Connect with him on Twitter here: @ddjanowski
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
Tamarac Inc. today announced availability of the latest version of its web-based integrated portfolio and customer management platform…
If you would like an easy way to educate clients — and, more importantly, their children — about matters financial, take a look at HelloWallet
Fidelity Institutional Wealth Services announced today that it is delivering integration for six new applications on its WealthCentral…
There’s big news in the financial planning software world today. Zywave Inc., a company of which I…
In this week’s Tech Update I wrote about a free tool that is now available in beta from…
Salesforce.com has become a serious competitor in the customer relationship management market for financial advisers
While financial planning obviously is important, many registered investment advisers say that it just doesn't pay the bills
Fiserv today announced that its new Unified Wealth Management Platform is now available for its clients, in the…
The intermittent, ongoing outage of the consumer side of Bank of America’s website seems to have finally been…
