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
fiduciary360 LP recently updated its web-based tool kits that assist financial advisers with managing and monitoring investments, with an emphasis on fiduciary guidance.
I got a sneak preview of a white paper from IPS AdvisorPro that sheds light on the time, costs associated with creating investment policy statements.
Please back up your personal computers, especially photos and things of sentimental value, whether you use a Windows-based…
I covered HiddenLevers.com in this week’s Tech Update column and wanted to share a…
HiddenLevers, a fairly low-cost suite of web-based risk management and macroeconomic research tools, has surpassed the 100-user…
Lochan to oversee B-Ds Business Technology Services' risk management and information security teams
Despite dissatisfaction with the level of integration among the products they use, most financial advisers are satisfied with their technology.
As part of an online extra for this week's Tech Update column on Trust Company of America's new Liberty client interface (and soon adviser interface in addition) I said I would publish more of my interview with Dave Curry.
Financial advisers at the Technology Tools for Today, or T3, conference this month in Dallas were intrigued when…
Fox Financial Planning Network and Redtail Technology Inc. this week plan to announce a technology integration that allows…
