Janowski Davis
National Regulatory Services last Tuesday announced availability of its new Policy Architect module, which is a component of…
Top-performing firms more likely to hire third-parties to handle some tech functions
All iPad-toting financial advisers who clear through National Financial Services LLC, rejoice. The firm has rolled out…
Advisers are adopting tablets in a big way. That is the single most exciting finding this year in…
Raymond James is going to continue scoring big points with their advisers, both internal and independent with availability…
Policy Architect will help advisory firms and broker-dealers keep policy manuals up to date, among other features.
Sadly, a good -- and noble -- idea gets shot down
Providers make use of micro-booths to demo for advisers
Because of the stigma often connected to variable annuities, I am at times hesitant to write about technology…
The co-founder and co-chief executive of a large and growing private wealth management firm shares the structure of his advisory group.
