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
Advisers using the Fidelity Institutional Wealth Services platform can now perform much of their work from Apple's popular tablet
Fidelity Charitable announced Thursday the launch of GivingCentral, a new online adviser platform, and a dedicated Advisor Service…
Google rolled out Buzz last week, and many advisers are wondering how they can use it. First,…
Aaron Patzer started Mint.com as a competitor to Quicken because he used the product and got disgusted with it.
Meet Sophie, the computer avatar. She also happens to be a virtual financial adviser. Her existence and that of SimplFi, the new, free online financial planning service she inhabits,announced this week.
Things are going well in at least one little nook of the digital economy these days: The e-mail…
Chances are that the ultimate success in building the right mix of technology for an advisory practice will be born out of failure, according to numerous experts, analysts and successful advisers
When shopping for new technology, the key point for advisers to remember is that they are not alone.
Selecting the right software to work in conjunction with your scanner is key because it helps organize, index and store all those files that have been created.
Selecting a customer relationship management system is likely to be one of the most important technology purchases an…
