Fintech

Displaying 4794 results
FINTECH OCT 03, 2013
Technology options expanding

Mix of third-party offerings give independent advisers more choices

By Janowski Davis
FINTECH OCT 03, 2013
Giving advisers a stage to show off

eMoney Advisor's latest platform update gets a test run.

By Janowski Davis
NaviPlan financial planning desktop products to be discontinued
FINTECH OCT 02, 2013
NaviPlan financial planning desktop products to be discontinued

'Product sunset notification' catches at least one user off guard.

By Joyce Hanson
FINTECH OCT 02, 2013
Long live Your Silver Bullet

Software developers and integration — the beat goes on with some success.

By amurguia
FINTECH OCT 02, 2013
The death of the out-of-office auto-response

Do clients really believe you're “out-of-office” anymore or that you'll have “occasional access” to email?

By amurguia
FINTECH SEP 29, 2013
Out-of-office replies outdated

By AlexMurgua
FINTECH SEP 29, 2013
B-Ds break social-media habits

By DJAMIESON
FINTECH SEP 29, 2013
ReportCheck hits a home run

By Sheryl Rowling
FINTECH SEP 27, 2013
Tech training: A missing best practice

There is a clear link between success of your people and the amount of investment you make in training and professional development.

By twelsh
RETIREMENT PLANNING SEP 26, 2013
Turning to social media for retirement savings info

More firms using Twitter, LinkedIn, Facebook but workers missing out.

By Megan Durisin
FINTECH SEP 26, 2013
Finra goes social

Broker regulator uses Twitter, digital video to release board decision.

By Mark Schoeff Jr.
FINTECH SEP 24, 2013
Honoring the firms with the best practices

First annual best practices awards recognizes 24 advisory practices.

By Jeff Benjamin
FINTECH SEP 24, 2013
Why don't more advisers adopt "no brainer" technologies?

Need to challenge your technology assumptions to make progress.

By twelsh
FINTECH SEP 24, 2013
TECH TALK: Confessions from an adviser who misses her BlackBerry

Sheryl Rowling is happy to embrace new technology, she's just not happy with the time and energy it takes to adapt to it.

By Sheryl Rowling
FINTECH SEP 23, 2013
To gain freedom, go mobile

By DJAMIESON
FINTECH SEP 23, 2013
More on IDC's Market-Q Mobile

An attractive HTML5 tablet offshoot to the popular desktop market data application.

By Janowski Davis
FINTECH SEP 23, 2013
IDC launches Market-Q Mobile

By Janowski Davis
FINTECH SEP 20, 2013
Top firms use technology to bolster client relationships

Panelists on <i>IN</i> webcast agree increased connectivity requires advisers to fill the digital void.

By Michael Shagrin
FINTECH SEP 20, 2013
Advisers: Time for a tech wake-up call

How is it that in 2013, paperclips, glue and excel spreadsheets are still being used by many firms to manage trillions of dollars of client assets?

By twelsh
FINTECH SEP 20, 2013
TECH TALK: 3 critical tips for working with data vendors

When it comes to data storage, tech expert Gregory Friedman says beware your vendor's fine print

By gfriedman