Focus Financial Partners LLC, which calls itself the largest partnership of wealth management firms in the world, is securing a new capital infusion to help it service outstanding bank debt and continue its business of acquiring stakes in large registered-investment-advisory firms.
CashEdge Inc. is now making its AllData Advisor account aggregation service available to financial advisers via a self-service online subscription.
Cheshire Software Inc. has released an updated version of its Cheshire Wealth Manager planning program, which helps advisers develop both lifetime plans and simpler, goal-based plans for clients.
A significant update to the popular financial planning program MoneyGuidePro was rolled out over the weekend.
In whatever way Congress and the Obama administration eventually change the national health care system, there is one segment of the health care market where reform has already begun and is gaining momentum.
Two technology developments came out of the Nasdaq OMX Group Inc. this past week: a new social network and an iPhone application.
The beta of Kapitall — an investing website intended for consumers or advisers — was launched yesterday.
NorthStar Systems International on Monday unveiled Turnkey Advisor Desktop Solution.
Small advisory firms and sole practitioners, especially those just starting out, often don't know where to turn for expertise in selecting technology and software.
WealthTouch Inc. this week announced an addition to its Institutional Reporting Module which it is calling the Share of Wallet Report.
Fiserv, Inc. has released version 5.6 of its Investment Management Solution. The solution is a soup-to-nuts trading platform that supports everything from account screening and portfolio validation to order generation and trade execution.
J.P. Morgan Funds is rolling out an online version of its target date evaluation program for advisers. The firm also is discussing developing a similar tool to help advisers analyze target risk funds.
Microsoft Corp. today officially launched its Windows 7 operating system to the masses.
Advisers interested in the technology behind ultra-high-speed trading should take a look at a newly published white paper from exchange technology provider Cinnober.
In what could be a bit of a make-good to investors after missing some massive fraud cases in the last year, <a href="http://www.investmentnews.com/article/20090913/REG/309139986&ht=SEC " target=”_blank”> —namely Bernie Madoff's $65 billion Ponzi scheme — </a>, the Securities and Exchange Commission has launched its first-ever website devoted exclusively to helping educate investors.
Fears abound about the potential for change in the regulatory and compliance arena.
The mountain of paper advisers create when they sell an insurance policy or annuity contract is about to shrink.
ProTracker Software Inc. has released an update to its Advantage <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20080415/REG/147477097/1102/INTechnologyNews03"" target="”_blank”" rel="noopener noreferrer">customer relationship management</a> application. It also introduced Version 5 of its Compliance Manual product.
Enhanced application and data integration available with second version of Albridge AppLink Albridge Solutions has announced the availability of version 2.0 of its AppLink technology, which is intended for use by its broker-dealer clients and their 100,000 financial advisers.
Sometimes I wonder how our corporations lead the world. Seriously, are foreign companies even worse at customer service than ours?
