Fintech

Displaying 5058 results
FINTECH APR 04, 2013
Time-saving tech tools

By Janowski Davis
FINTECH APR 04, 2013
Android operating system catching up

The Samsung S III most widely used Android device, Kindle Fire remains top tablet

By Janowski Davis
FINTECH APR 03, 2013
So, you're on Facebook; now what?

By Janowski Davis
FINTECH MAR 29, 2013
Tweet-challenged? Bulk of advisers still don't use social media for business

Spooked by compliance concerns, survey finds; lack of time also cited

By Liz Skinner
OPINION MAR 29, 2013
How social media can help your firm's growth plans

By Kristin Andree
FINTECH MAR 29, 2013
Hide 'em — all those LinkedIn 'endorsements,' that is

By Janowski Davis
OPINION MAR 29, 2013
In recruiting, use online connections

By Kristin Andree
FINTECH MAR 28, 2013
This year's model: Genworth inches closer to UMA set-up

New platform features nonproprietary products only; still lacks customized SMAs

By Jeff Benjamin
FINTECH MAR 26, 2013
When it comes to social media, advisers should beware but be there

SEC isn't aggressively scrutinizing adviser use of social media, so with sound policies in place — take no fear.

By Liz Skinner
Online strategies financial advisers shouldn't ignore
FINTECH MAR 21, 2013
Online strategies financial advisers shouldn't ignore

Those who don't take the time to craft a coordinated effort on the web risk losing clients.

By Kristin Andree
FINTECH MAR 18, 2013
Advent Software sale could mean status quo, depending on buyer

Analysts say high ticket price could be big hurdle to any deal.

By Liz Skinner
FINTECH MAR 17, 2013
Advent sale report concerns planners who use its tools

By Liz Skinner
FINTECH MAR 17, 2013
Tales from T3: What jumped out

New interfaces designed for Windows 8 and RT look like winners

By Janowski Davis
FINTECH MAR 17, 2013
Cheap stocking stuffers for business users of the iPad

By Janowski Davis
FINTECH MAR 15, 2013
Five things to know about social-media compliance

For rookies of social-media compliance, here are five things that provide a solid base of knowledge.

By Amy McIlwain
FINTECH MAR 15, 2013
A social-media-sharing guide for financial advisers

It is important to be strategic about social-media sharing and map out a plan that is consistent with an adviser's goals

By Stephanie Sammons
FINTECH MAR 14, 2013
Advent's dreams of putting itself on the block on the shelf, for now

CEO says current biz strategy best way to maximize shareholder value.

By Janowski Davis
FINTECH MAR 11, 2013
Software is a key to document management

Selecting the right software to work in conjunction with your scanner is key because it helps organize, index and store all those files that have been created.

By Davis Janowski
FINTECH MAR 11, 2013
Making a CRM platform your hub

By Davis Janowski
FINTECH MAR 06, 2013
Talking points: What the experts are saying about tech planning

Ideas on when to evaluate your technology, where to get reserach on new products and the importance of getting to know vendors

By Paul Menchaca