Fintech

Displaying 4794 results
Tech vendors unveil new offerings at TD's conference
FINTECH FEB 06, 2012
Tech vendors unveil new offerings at TD's conference

By Bloomberg
FINTECH FEB 05, 2012
Past performance may be a harbinger for future, after all

By MFXFeeder
FINTECH FEB 05, 2012
Tech update: Data standards elusive

Lack of data standards has slowed the evolution of the advisory business. “Things move at glacial speed in the financial services world,” said Bill Harris, who is probably best known for having served as chief executive at both PayPal and Intuit Inc.

By Bloomberg
FINTECH FEB 03, 2012
Social-media action steps for the New Year

By MFXFeeder
FINTECH FEB 02, 2012
Another tool to help re-balance the books

Nine years ago, adviser Rich Chambers got frustrated.

By Davis Janowski
For advisers, it's more like social notworking
FINTECH FEB 02, 2012
For advisers, it's more like social notworking

Facebook. LinkedIn. Twitter. Financial advisers need to embrace social media to land new clients and boost revenues, right? It ain't necessarily so, a new survey finds. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111220&amp;Category=FREE&amp;ArtNo=122009999&amp;Ref=PH>The 10 biggest stories of '11 &amp;raquo;</a>

By Lavonne Kuykendall
FINTECH JAN 29, 2012
Jumping on Salesforce bandwagon

By MFXFeeder
FINTECH JAN 29, 2012
Numbers aren't nearly as important as education

By MFXFeeder
FINTECH JAN 29, 2012
Performance reporting is vexing

By Bloomberg
FINTECH JAN 26, 2012
Top 10 intermediary web sites

For the 13th year in a row research firm kasina LLC has come out with a study and list of the Top 10 intermediary web sites for financial advisers.

By Davis Janowski
Mind your social-media compliance programs: SEC
FINTECH JAN 18, 2012
Mind your social-media compliance programs: SEC

Finra has warned investment advisers to examine the effectiveness of their social-media compliance programs based on findings from recent SEC adviser examinations.

By Dan Jamieson
Tweet away: Finra backs off social-media posting regs
FINTECH JAN 18, 2012
Tweet away: Finra backs off social-media posting regs

The Financial Industry Regulatory Authority Inc. has backed away from a proposal that would have required broker-dealers to file social-media postings with the regulator.

By Dan Jamieson
RETIREMENT PLANNING JAN 12, 2012
ROI for RIAs

Technology is not just another expense item detracting from take-home pay and profit distributions. For top-performing Registered Investment Advisors (RIAs), it's viewed as a long-term investment that generates growth and higher profitability.

By Mark Bruno
FINTECH JAN 09, 2012
Socialware to receive additional funding from CrunchFund, other investors

By Davis Janowski
FINTECH JAN 08, 2012
Teaching financial skills to clients' kids

Welcome to the New Year. The annual surge in gift giving and receiving &#8212; and returning &#8212; is behind us, which means that many of the children and grandchildren of your clients are sitting with more money than they had a month ago.

By MFXFeeder
TD to work on work flows for third-party technology partners
RIA NEWS JAN 06, 2012
TD to work on work flows for third-party technology partners

Deal with Actifi should help custodial unit speed up adviser work processes and improve efficiency

By Davis Janowski
FINTECH JAN 05, 2012
Advent Software will get new CEO in June

By Davis Janowski
FINTECH JAN 01, 2012
LPL to unveil technology push

LPL Financial LLC will soon take the wraps off a major technology initiative intended to appease its 12,799 reps and advisers.

By Bruce Kelly
Advisers embrace media, old and new
FINTECH DEC 30, 2011
Advisers embrace media, old and new

From apps to amplitude, embracing old and new media can pay off for advisers

By Lavonne Kuykendall
FINTECH DEC 22, 2011
A solution for firms using Salesforce

By MFXFeeder