BrightScope Inc.'s new free website, which allows investors to look up financial advisers, already has sparked controversy
Clients in less-populated areas will be left to get their advise from talking heads
Hosted software specialist to add social networking capabilities to its offerings; Chatter up
Top-performing adivsory firms tend to employ fewer staff members, keep a lid on salaries and are more productive — largely as a result of wringing every bit of efficiency out of their technology, according to <i>InvestmentNews'</i> RIA Technology Study, to be published later this month
Financial-services technology firm Fiserv, Inc., announced that it is putting together a system that will enable unified managed household accounts. Indeed, the tech company says that their full UMH platform will be available later this year.
Oracle of Omaha says long-term prospects for company difficult to predict
Wirehouse's network said to have been breached by massive attack from servers in PRC government; M&A info may have been target
As consumers manage more of their lives via smart phones and iPads, financial services companies are trying to ensure that they don't get lost in the electronic shuffle
Social media may be all the rage, but it's also a major headache for compliance managers. New software may help ease the pain.
As consumers manage more of their lives via smartphones and iPads, financial service companies are trying to ensure they don't get lost in the electronic shuffle.
No hard sell on site, and the price is right
Brokers, planners, investment managers — everybody's crazy about Apple's ubiquitous portable reader
While the 2010 Tax Act for now locks in the current marginal tax rates for all income levels, advisers thinking about the future need tools at their disposal now to help sort out a client's future options, especially when it comes to the estate tax.
Registered investment advisers still looking to submit the new ADV Part 2 forms can take solace in the fact that there are some free and low-cost options out there to help complete that arduous task
Increasingly, e-mail blunders are coming back to bite financial advisers and the firms they work for
The BlackBerry PlayBook tablet is a solid device, both in general terms and in the engineering of its hardware
New offering by Actiance Socialite allows brokerages, advisory firms to Tweet without fear
