Fintech

Displaying 4794 results
SEC accuses 'RIA' of using LinkedIn in alleged scam
FINTECH MAR 07, 2012
SEC accuses 'RIA' of using LinkedIn in alleged scam

The SEC has filed a cease-and-desist order against an Illinois who called himself a registered investment adviser and a representative of a broker-dealer online and used social media in an attempt to scam gullible investors.

By Lavonne Kuykendall
First step in tech overhaul? Post-it notes
FINTECH MAR 06, 2012
First step in tech overhaul? Post-it notes

Advisers counseled to write down job functions and work flows on sticky pads; like a storyboard

By Lavonne Kuykendall
Watson, come here: Computer that won on 'Jeopardy' lands gig on Wall Street
FINTECH MAR 05, 2012
Watson, come here: Computer that won on 'Jeopardy' lands gig on Wall Street

Remember that computer that beat those really smart guys on 'Jeopardy'? Well, now the IBM machine has landed a new gig -- this time, analyzing portfolios for Wall Street banks.

By John Goff
FINTECH MAR 05, 2012
Why practice management should be a continuing-education requirement

Several recent industry studies have found that advisers spend anywhere from 50% to 70% of their time actively managing and attempting to grow their practices, leaving precious little time to actually work with clients.

By Timothy D. Welsh
Steve Jobs' gift to the advice industry
FINTECH MAR 02, 2012
Steve Jobs' gift to the advice industry

By Davis Janowski
FINTECH MAR 02, 2012
Poor results from RIM and their PlayBook tablet

By Davis Janowski
FINTECH FEB 29, 2012
Running Apple a plum job as CEO pulls down $377M comp

By Davis Janowski
FINTECH FEB 28, 2012
Fidelity's online dashboard is loaded

Last week, while Fidelity Institutional Wealth Services representatives talked about the results of their recently completed RIA benchmark survey, I just wanted them to skip ahead and discuss the online adviser dashboard.

By MFXFeeder
FINTECH FEB 26, 2012
Better error hunting for PortfolioCenter data

By Janowski Davis
RETIREMENT PLANNING FEB 26, 2012
Pensco pulls off 'game changer' of an acquisition

By Dan Jamieson
FINTECH FEB 26, 2012
A wealth of online tools

By Davis Janowski
Party like it's 1999: Soros, hedgies streaming into tech sector
FINTECH FEB 21, 2012
Party like it's 1999: Soros, hedgies streaming into tech sector

Fund managers snapping up shares of Google, other IT outfits; solid six-month run

By John Goff
FINTECH FEB 19, 2012
Envestnet to buy Tamarac

By Davis Janowski
FINTECH FEB 19, 2012
A lesson from an adviser cybervictim

By MFXFeeder
Don't believe the hype of Facebook IPO: Asset manager
EQUITIES FEB 15, 2012
Don't believe the hype of Facebook IPO: Asset manager

The timing of Facebook's IPO could hardly be better, but one asset manager thinks the first few years of appreciation are already priced in, a lesson learned from Google's IPO.

By Bloomberg
FINTECH FEB 13, 2012
Yes. Advisers are really attracting clients with social media

Advisers offer their tips for winning business and networking with social media.

By Mark Bruno
FINTECH FEB 12, 2012
Welcoming the latest version of Junxure and a new data tool

By MFXFeeder
FINTECH FEB 12, 2012
Here's what financial advisers should do (and not do) to protect clients from cybercrime

By MFXFeeder
Wealthy clients on FaceBook deal: Z-z-z-z-z ...
RETIREMENT PLANNING FEB 12, 2012
Wealthy clients on FaceBook deal: Z-z-z-z-z ...

Many passing up what's seen as risky, over-hyped bet; don't want to be 'the last money in'

By John Goff
Not clued in about LinkedIn? Big mistake, advisers say
FINTECH FEB 08, 2012
Not clued in about LinkedIn? Big mistake, advisers say

Social networking a swell way to land clients; 'great platforms'

By Bloomberg