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
Portfolio management systems are the focus of this, the fourth technology report coming out of a partnership between…
George Smaragdis, director of media relations at the Financial Industry Regulatory Authority told me two weeks ago to expect some additional guidance on social media soon and sure enough here it is in the form of Regulatory Notice 11-39.
It's been a tough week for advisers on the East Coast. The stock markets have been up and down like a yo-yo. On Tuesday, an earthquake struck, a rarity in these parts. And now a hurricane is set to lash the Eastern Seaboard.
As he watched his advisory business thrive over the past few years, Anthony Halpin noticed that his website had become stale
Financeware Inc., the parent of Wealthcare Capital Management IP LLC, has sued UBS Financial Services Inc. for patent…
Financeware Inc., the parent of Wealthcare Capital Management IP LLC, has filed suit against UBS Financial Services Inc.
Envestnet Inc., a turnkey technology and wealth management provider that went public in July, is adding several unified-managed-household features to its platform this week.
Chalk up another sizeable broker-dealer customer win to Erado Message Control Solutions, the e-mail and social media archiving…
Independent broker-dealer selects Erado's API-based archiving, tracking and post-review tool
The recent data breach involving Morgan Stanley Smith Barney LLC should serve as a warning to financial advisers that important steps need to be taken to improve the security of sensitive client information stored on CD-ROMs
