Tool will help ETF providers to focus their marketing and educational materials on the needs of advisers.
Whether they admit to it or not, lots of fellow independent broker-dealers and probably thousands of registered reps are going to monitor how a new social media pilot progresses at Cambridge Investment Research Inc.
If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as a universal online form for client data entry.
More than 600 firms now on platform; rival products from Schwab, TD on the way
The creators of PreciseFP, a slick-looking online client questionnaire used by financial advisers, today announced integrations with two popular programs.
Morningstar QuoteSpeed, an online application which has been available in beta form since last October, has now officially become part of the company's lineup of products for advisers.
The AIG broker-dealer network, now called Advisor Group, has managed to invest in and enhance its technology, despite the turmoil surrounding its parent company, American International Group Inc.
Envestnet, a Chicago company that provides Web-based services for financial advisers, filed for an initial public offering of stock worth up to $100 million Friday.
CRM Software Inc. has released significant updates to both its popular CRM system and its separate ClientView Live secure web portal.
With their day-to-day business practices likely to change as a result of the new financial-reform law, broker-dealers are scrambling to assess their technology preparedness.
A new tool that is marketed as being able to help identify the most likely mutual funds to outperform the market promises to stir up debate among both financial advisers and providers.
Fabeetle.com, a website that allows clients to rate, review and research financial advisers, has the potential to become a third-party search and marketing hub for both consumers and advisers that one day could compete with Finra's BrokerCheck.
A small but growing number of vendors are tackling the problem of exerting control over social networks within the financial services industry.
