Fintech

Displaying 4794 results
FINTECH JUN 16, 2010
Bloomberg set to roll-out Launchpad 2010

The 287,500 subscribers of the Bloomberg Professional service will soon have the opportunity to add Launchpad 2010 to the mix of applications on their desktop

By Davis Janowski
FINTECH JUN 13, 2010
Infrastructure initiative could help managed accounts

By Davis Janowski
FINTECH JUN 09, 2010
New re-balancing solution cost-effective for smaller firms

A new entry in the re-balancing application area, TRX, may be what many small advisory firms are looking for as they seek to build efficient, scalable practices.

By Davis Janowski
FINTECH JUN 09, 2010
No fuss, no muss, but forget about freebies

By Davis Janowski
FINTECH JUN 08, 2010
Fiserv acquires AdviceAmerica

By Davis Janowski
FINTECH MAY 30, 2010
A modular approach to re-balancing

Small advisory firms shopping for modestly priced portfolio re-balancing and trade order management software might want to look into Rebalance Express.

By Davis Janowski
FINTECH MAY 28, 2010
Finantix to roll out advisory apps for iPad later this year

By Davis Janowski
FINTECH MAY 25, 2010
Backup and archiving suggestions for small broker-dealers

By Davis Janowski
FINTECH MAY 23, 2010
Before disaster strikes, test your recovery plan

Fortunately for financial adviser Robert Bolen, the recent floods that inundated Nashville, Tenn., skirted his office in suburban Brentwood.

By Davis Janowski
FINTECH MAY 19, 2010
Tech Talk: iPads taking one RIA green

Between the latest inspirational ad circulating on national television narrated by that silver-tongued Peter Coyote and all my compatriots writing about them [yes, I'm talking about your iPad for advisers coverage Bill Winterberg], I just knew I'd get a press release like this any day now.

By Mark Bruno
FINTECH MAY 12, 2010
How advisers are using video to connect with clients

Financial advisers at the InvestmentNews Retirement Income Summit discuss their strategies for using video on their firms' websites

By Mark Bruno
FINTECH MAY 10, 2010
No tech or system failures associated with yesterday's decline: Nasdaq

By Davis Janowski
FINTECH MAY 06, 2010
Stylus Web, plan-level reporting tool, is available for financial advisers

By Davis Janowski
RIA NEWS MAY 06, 2010
At boot camp, advisers learn social-media tools

Why 20 advisers shelled out $300 apiece in hopes of finding ways to use social-media in their respective businesses.

By Davis Janowski
FINTECH APR 28, 2010
LPL Financial rolling out new portfolio re-balancing technology

LPL advisers can now sign up for training to use a re-balancing tool that was introduced last week as part of a new initiative for adviser-facing technology.

By Bloomberg
FINTECH APR 25, 2010
PriceMetrix launches free equity commission guide

PriceMetrix Inc. is introducing a market-based commission guide today that financial advisers can use to determine what to charge for commissions on securities trades.

By Lisa Shidler
FINTECH APR 25, 2010
Making your systems more hacker-resistant

The SEC's Regulation S-P puts many advisers in a bind.

By Davis Janowski
FINTECH APR 22, 2010
Advisers with iPhones, meet the Cinemin Swivel micro projector

By Davis Janowski
FINTECH APR 21, 2010
Chart: 10 fund companies that have made $12B from the Ipad

Apple Inc.'s introduction of the IPad help boost the investment value for its top 20 owners by as much as $16.9 billion since the day before Chief Executive Officer Steve Jobs unveiled the device.

By Bloomberg
FINTECH APR 20, 2010
Presentation gadgets take a load off road warriors

After handling several technology presentations at industry events — where I was forced to haul my heavy laptop through airports so I could hook it into a bulky projector — I decided to look into lightweight alternatives.

By Davis Janowski