Fintech

Displaying 5089 results
FINTECH MAY 13, 2013
Schwab website still on the fritz

Denial-of-service attack did not impact customer accounts or data, firm says.

By DJAMIESON
FINTECH MAY 12, 2013
Savant Capital takes its advice online

By Liz Skinner
FINTECH MAY 12, 2013
A random — but valuable — chat

A random meeting at the Envestnet | Tamarac confab leads to an interesting discussion about investing, trading and being proactive. Davis D. Janowski explains.

By Janowski Davis
FINTECH MAY 12, 2013
Need a social-media maven? Try your intern

By AOSTERLAND
FINTECH MAY 12, 2013
Financial firms using LinkedIn for content more than jobs

By Liz Skinner
FINTECH MAY 10, 2013
Fidelity Institutional Wealth Services to offer completely cloud-based desktop to RIAs

Offering will include office productivity applications in addition to the firm's WealthCentral platform.

By Janowski Davis
FINTECH MAY 09, 2013
Finect: They have built it (more or less). Will advisers come?

By Janowski Davis
FINTECH MAY 07, 2013
Schwab plans product review site for advisers

By Davis Janowski
FINTECH MAY 07, 2013
Paper pushing: Schwab aiming to take advisers digital

Schwab announces several big projects at Impact 2012

By Janowski Davis
FINTECH MAY 07, 2013
Hey, you, get onto my cloud: Hosted PortfolioCenter pilot in the works

Schwab Performance Technologies also makes announcements about custom-built client portals, reporting improvements

By Janowski Davis
FINTECH MAY 05, 2013
Savant Capital takes advice online

Advisory firm now offering online version of investment advice available at offices.

By Liz Skinner
RETIREMENT PLANNING MAY 05, 2013
Social Security software firm offering new service levels

By Mary Beth Franklin
FINTECH MAY 05, 2013
Mining LinkedIn for rollover assets

By MFXFeeder
FINTECH MAY 02, 2013
Dynasty seals deal with Octagon, a top sports management firm

Company provides financial planning, investment advice and lifestyle services, including bill payment, to athletes and entertainers

By AOSTERLAND
FINTECH MAY 02, 2013
Pardon the disruption: Online advice a growing threat

Some advisers aren't worried about Web-based services. They should be.

By AOSTERLAND
FINTECH MAY 02, 2013
Tamarac listens to advisers' suggestions and implements them

By Davis Janowski
FINTECH MAY 01, 2013
Connecting advisers and prospects

By MFXFeeder
FINTECH MAY 01, 2013
More advisers stay in touch by tweeting

By Liz Skinner
FINTECH MAY 01, 2013
Dig further into social media to get the biggest business bang

Tools from Google and beyond will help you better connect with clients and prospects.

By Liz Skinner
FINTECH APR 30, 2013
7 tweets that rocked the market — including one from our own Josh Brown

By John Goff