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Davis Janowski

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

Displaying 432 results

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Google Drive, financial advisers should drive right on by

I have already received a few e-mails from readers regarding Google’s rollout of its new Google Drive online…

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Cost basis on mutual fund assets updated in DTCC system

The Depository Trust & Clearing Corporation announced Tuesday that it rolled out enhancements to its Cost Basis Reporting…

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Hey B-D, NASD Rule 3010 audit management got you down?

No, I have not seen it yet myself but it certainly sounds good. Broker-dealers going through the…

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Schwab announces availability of key technology platform components for RIAs

Schwab officially announced availability of a few technology-related things today. Specifically Schwab has launched its two platforms that…

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More on the inner-workings of the MyNewFinancialAdvisor platform

When it came to this week’s column on MyNewFinancialAdvisor.com (“Generating leads online for advisers”)…

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Delivering more mobile to HNW MyMerrill clients…on Android, and of course the iPhone and iPad too

Bank of America Merrill Lynch continues ‘edging’ out the other wirehouses in terms of its mobile technology offerings…

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iPad app launched by Personal Capital

Today Personal Capital has officially launched an iPad application, available for free at Apple…

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FeeCheck and CommissionCheck integrated into Morningstar Advisor Workstation

In this week’s Tech Update column I go on at some length about the…

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A better way to manage business cards

LinkedIn just rolled out CardMunch Version 3.0, available for the iPhone, which converts the information printed on a business card into digital form and links it to the card giver's LinkedIn profile

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40% of financial services pros already own a tablet

Adoption of tablet computers among financial professionals has topped 40% according to a recent survey conducted by account…