Russell’s new tool allows quick analysis of portfolios
Russell Investments has launched a nifty — and free — portfolio risk assessment tool. The Russell Factor…
Morning with Bernie & Schwab finally rolls out an iPhone application for advisers
Bernie Clark stopped by the office this morning for a visit. He mostly came to discuss the…
Behind LPL’s acquisition of Veritat
Purchase will boost indie B-D's new unit targeting the mass market
Jackson National’s new iPad app lets wholesalers travel light
Another iPad application joins the ranks of similar apps that are saving the backs of wholesalers pitching to…
Social-media seminar offers lessons for firms
Collegial ribbing, good-natured consternation and gentle exasperation. Those were some of the responses I noted last week…
Friday wrap-up, keeping tech in context: Microsoft Surface, nifty NAS, mobile apps galore
Thought I would do a brief post on a few different/disparate happenings/observations today. First of all I…
More on Junxure Essentials
As is so often the case I lacked the available space to cover everything in my…
10 years later, Microsoft re-enters tablet business
Company unveils 'The Surface' in bid to knock Apple from its perch; Windows XP Tablet OS launched in 2002
Five ways to exploit social media
Consultants believe that when it comes to social media, more is more. “I don’t find that people find…
Cloud version of Junxure on the way
Junxure, a CRM application popular among registered investment advisers, is heading to the clouds. The new version…