Fintech

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FINTECH DEC 22, 2011
Raymond James makes its social-media move

Raymond James Financial Inc. has become the latest financial services firm to help minimize the compliance barrier to wider use of social media

By Davis Janowski
FINTECH DEC 22, 2011
Schwab tries to wow advisers with its technology progress

Schwab Advisor Services last week showed off the first of its completed integrations with Salesforce.com and announced a new partnership

By Davis Janowski
FINTECH DEC 22, 2011
The tech vendors advisers use — and what they really think of them

I was thrilled to see another iteration of some of our recent technology survey data included in our INTech newsletter the other day.

By Bloomberg
FINTECH DEC 18, 2011
Darren Tedesco: Driving Commonwealth's 'intuitive' tech

No matter how you slice the data, Commonwealth Financial Network LLP comes out as one of the top independent broker-dealers in the nation — and a big part of that success has been its technology.

By Davis Janowski
FINTECH DEC 11, 2011
Here's an easier way to gauge lost cost basis

Everyone agrees that determining the cost basis of securities is a big headache.

By Davis Janowski
FINTECH DEC 08, 2011
InvestmentNews Technology Directory to make its debut this week

After a great deal of effort and teamwork, the <i>InvestmentNews</i> Technology Directory will be introduced online Wednesday.

By MFXFeeder
Advisers can slice and dice peer data via Fidelity study
RIA NEWS DEC 02, 2011
Advisers can slice and dice peer data via Fidelity study

An online dashboard created by Fidelity Institutional Wealth Services allows RIAs to compare themselves to their peers.

By Lavonne Kuykendall
Want to target younger life insurance customers? Get online
FINTECH NOV 23, 2011
Want to target younger life insurance customers? Get online

With 2011 sales of life insurance products up just 4% over last year, carriers and producers would be well served by mining social networks to step up growth.

By Darla Mercado
Death of Jobs 'does create questions,' but advisers still big on Apple
EQUITIES NOV 22, 2011
Death of Jobs 'does create questions,' but advisers still big on Apple

Don't see magic fading following passing of company co-founder; 'creative spirit is still there'

By Jeff Benjamin
FINTECH NOV 13, 2011
A small CRM system that offers many extras

In many columns, I have examined the choices available on custodial technology platforms, either built or under construction

By Davis Janowski
FINTECH NOV 06, 2011
When it comes to technology, it's the little things that count

This intrepid (and tired) reporter has been riding the rails and flying the crowded skies over the past few weeks attending conferences, taking part in panels and meeting with many financial advisers about my favorite subject: adviser technology

By Davis Janowski
FINTECH NOV 06, 2011
A tool for your clients and their kids

If you would like an easy way to educate clients &#8212; and, more importantly, their children &#8212; about matters financial, take a look at HelloWallet

By Davis Janowski
OPINION NOV 03, 2011
Making the most of LinkedIn

Have you ever received a LinkedIn connection request from someone and wondered, &#8220;Who the heck is this person?&#8221;

By Kristin Andree
FINTECH OCT 31, 2011
What do RIAs spend on technology?

Typically, an RIA spends a little over 2% of its revenues on technology in a given year, according to findings from our <a href=http://www.investmentnews.com/adviserstudy>IN Adviser Solutions</a> group.

By Mark Bruno
RIA NEWS OCT 30, 2011
Personal Capital ventures into online-advice arena

With Americans practically addicted to the Internet, a web-based investment advisory business would seem to be an idea whose time has come

By Lavonne Kuykendall
FINTECH OCT 24, 2011
Salesforce.com is more than a CRM app

Salesforce.com has become a serious competitor in the customer relationship management market for financial advisers

By Davis Janowski
Advisers not using social media are missing out on clients: survey
RIA NEWS OCT 24, 2011
Advisers not using social media are missing out on clients: survey

By Lavonne Kuykendall
FINTECH OCT 23, 2011
Turning planning on its head

While financial planning obviously is important, many registered investment advisers say that it just doesn't pay the bills

By Davis Janowski
FINTECH OCT 18, 2011
Unified wealth management platform announced by Fiserv

By Davis Janowski
Schwab launches business unit targeting RIAs
FINTECH OCT 17, 2011
Schwab launches business unit targeting RIAs

Schwab Intelligent Technologies part of the evolving strategy to deliver on the firm's technology promises

By Bloomberg