There were 316,812 buy trades placed in the retail-municipal-bond market last month, according to data from BondDesk Trading LLC
BondWorks already in beta with 20K customers; new wealth management platform three years in the making
Mobile program allows for document and content management while away from the office
Mobile banking is the wave of the future and leading the way are forward-thinking Gen-Y consumers.
Latest model to be released in September, sources say; better camera, faster chip
As regulators take their own sweet time coming up with guidelines for social media, the marketplace is coming up with its own solutions for financial advisers
A majority of surveyed global wealth-management execs said their clients aren't satisfied these days. Indeed, one industry adviser says many clients 'expect a lot more and tolerate a lot less.'
Financial advisers, whether solo practitioners or members of a multiperson firm, need to think regularly about whether their technology is keeping pace with their business needs.
For the past decade, many players in the portfolio management and reporting industry have believed in the notion that one size fits all
With half the world seeming to watch the other half through Skype and other online video tools, you would think that I would have no trouble finding financial advisers who use video conferencing effectively in their practices.
Connecting with clients and prospects on an emotional level — not merely meeting with them — is more important than ever
Although its wirehouse rivals are keeping their electronic drawbridges closed to social media, Morgan Stanley Smith Barney LLC last week became the first major Wall Street firm to allow its financial advisers to use popular networking websites
Growth-at-a-reasonable-price investment strategy up 14.5% for Brian Lazorishak so far this year
Turnkey technology and wealth management provider Envestnet Inc has entered into an agreement to acquire the U.S.-based portion of FundQuest Inc. from BNP Paribas Investment Partners for $24.4 million in cash for all outstanding shares of the firm.
The following is an edited transcript of the webcast “Key Findings of the <i>InvestmentNews</i> RIA Technology Study,” which was held May 5
BrightScope Inc. has launched a free online service that will allow investors to look up financial advisers
Given the welter of compliance issues that they face, financial advisers remain understandably cautious about using social media.
Advent Software Inc.'s announced $73 million deal for Black Diamond Performance Reporting LLC is the biggest news in portfolio management and performance reporting in years
