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
Laserfiche this week rolled out its Avante software solution that combines document management with work-flow automation tools, and e-mail archiving.
All eyes are on Pershing LLC's new technology platform to see whether it will fulfill its promise to offer advisers full integration with third-party technology vendors.
Pershing LLC has launched NetX360 for advisers, after a two-year project to consolidate existing systems into a single technology.
Clients and potential clients now have a way to check up on you.
Dan Skiles, formerly the vice president of adviser technology with Charles Schwab & Co. Inc., today joined Shareholders Service Group Inc. of San Diego, a brokerage and custodial firm for independent registered investment advisers.
The service looks into the background of financial advisers through civil and criminal background checks, credit reports, financial liens and bankruptcy proceedings and more.
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.
Among the more than 35,000 applications available for iPhones is a new one rolled out by Morningstar Inc. this week. Morningstar Mobile for iPhone (it will also run on the iPod Touch) is the first application for mobile devices created by the Chicago-based company.
One way to keep broker-dealers happy — or at least above water — is to help them keep their costs down.
Raymond James to offer the Albridge Platform to advisers; News service targets advisers
