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
Advisers good at hamming it up on screen might want to consider entering the third annual video contest…
First, the Income Discovery application that was one of the subjects in my last…
The question that nags at the back of many investors’ minds — “Do I have enough for retirement?”…
Smartleaf Inc., a provider of overlay portfolio management solutions to the wealth management industry, today announced the addition…
It struck me on my walk into the office this morning that many forward-thinking financial advisers will be…
Boy did I ever give Research In Motion too much credit for business savvy.
Rebalancing software can substantially improve an advisory firm's efficiency over manual processes
Makes enhancements to self-directed system; platform may get more traffice as firm focuses on higher net worth clients
Those iClouds are just raining down cash, well stock options anyway. I was just feeling a little…
In addition to the tools offered by financial companies that market directly to investors — brokerage firms such…
