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Janowski Davis

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Russell’s new tool allows quick analysis of portfolios

Russell Investments has launched a nifty — and free — portfolio risk assessment tool. The Russell Factor…

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  • June 28, 2012

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…

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Behind LPL’s acquisition of Veritat

Purchase will boost indie B-D's new unit targeting the mass market

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  • June 25, 2012

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…

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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…

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  • June 22, 2012

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…

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  • June 19, 2012

More on Junxure Essentials

As is so often the case I lacked the available space to cover everything in my…

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  • June 19, 2012

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

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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…

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Cloud version of Junxure on the way

Junxure, a CRM application popular among registered investment advisers, is heading to the clouds. The new version…