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
Not surprisingly, investors are becoming more adept at using technology to manage their finances and evaluate investment-related information
Portfolio management, customer management and rebalancing provider Tamarac Inc., has been named to the 2011 Microsoft Dynamics President’s…
I recently received a demonstration of Trust Co. of America's new web-based interface for clients. It is the first major piece of the custodian's overall platform retrofit to be completed
Putnam Investments officially launched a re-designed website for advisers today. In addition to an aesthetically pleasing design,…
Financial planning applications come in two flavors, goal-based or cash-flow-based, and neither type does a very good job of equipping advisers with ways to estimate insurance or health care costs for their clients
Financial advisers often equate technology with progress. And while it can be one of the major keys to unlocking profitability, it also can be responsible for strangling and stifling your firm.
A new spirit of openness appears to be permeating Advent Software Inc.
Financial advisers want to work with professional athletes. And professional athletes surely can use…
Advisor Group — the independent-broker-dealer business of American International Group Inc. — tomorrow is unveiling a re-engineered second generation of its technology platform, now to be called Vision 2020 Wealth Management
On the subject of fiduciary responsibility, there is probably no one more knowledgeable about the history, ethics and…
