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
OppenheimerFunds Inc. today announced the launch of its free Global Tracker application for tablets. And of course,…
Morningstar has completed a combo package it is calling Morningstar Annuity Intelligence; a refresh and integration of its…
Rep Insight, a new module, has been announced by National Regulatory Services. NRS is itself part of…
Schwab Advisor Services announced today that Tamarac would be the latest “selected participant” to be added to Schwab’s…
‘Tis ironic. Just the other day I hosted an extremely popular webcast on…
Franklin Templeton Investments has launched a free iPad application meant for advisers and their clients. It seems…
Some advisers may not know Private Client Resources but with their new offering it is likely more registered…
It would appear that integrated wealth management provider Envestnet Inc. is in expansion mode. The firm today announced…
Buy, rather than build. That appears to be the consensus among several industry insiders, analysts and financial advisers on why LPL Financial acquired the wealth management consulting firm Fortigent LLC.
I was struck yet again this morning by the aggregative (if that is a word) power and immediacy…
