Integrations still on the tech road map
Although not often thought of as cutting-edge by most financial advisers, the four major custodians may become popular…
A tech reporter and columnist’s farewell
Departing InvestmentNews, Davis Janowski has some advice for the advisory industry
A tech reporter’s farewell
Departing InvestmentNews, Davis Janowski has some advice for the advisory industry.
Veo logo coming soon to an application near you
TD Ameritrade Institutional rolls out campaign to raise profile of integrated third-party tech firms.
RegEd’s new platform should draw more IBD business
John Schobel and Blane Warrene of RegEd stopped by recently to discuss their new Score for Compliance platform.
RegEd buying Arkovi
There is a new romance being consummated in the advisory social media archiving and tracking technology world.
AfterSteps helps advisers handle post-death tracking of accounts
Can help bridge gap between advisers and clients' children.
BloombergBlack shutting down
Online wealth management tools to DIY mass-affluent investment crowd doesn't get off the ground.
TD Institutional rolls out logo for approved providers
While many of us — in our consumer lives, anyway — find ourselves pretty logo-saturated, the same cannot…
As RJ signs on with Hearsay, Actiance rolls out multi-level review features
Social media marketing, sales, archiving and compliance continue to be hot areas of tech development.