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
Competition among clearing firms and custodians to woo advisers with technology ratcheted up a notch last week when National Financial Services LLC said that it had integrated the Thomson One wealth management platform into its Streetscape broker workstation.
'Tis the season for rolling out integrated adviser desktops.
A new website hopes to succeed by providing a virtual vault that provides access to vital family documents.
Thomson Reuters, the parent company of Lipper Inc., today launched Lipper for Investment Management, a software tool aimed at assisting asset managers with their research.
Complain as they do about technology, financial advisers don't realize how good they have it compared with managers of family offices.
New website documents next year’s Roth IRA conversion possibilities, and a beta version of Xtend2 was rolled out this week.
TraderPlanet.com has redesigned its website to improve ease of use and navigation for users who want to keep their trading skills sharp.
Advisor Products connects to Redtail’s customer relationship management system, AdviceAmerica Inc. has released its latest version of its financial planning product.
A legion of intrepid financial advisers are twittering, linking in and in many other ways harnessing the power of the Internet to network socially in a bid to expand their practices.
They account for only a minuscule fraction of the world's estimated 100 million bloggers, but financial advisers who maintain their own commentary-oriented websites are finding that blogging can pay.
