Advisers who were impacted when the Massachusetts Securities Division sent out their confidential info to an industry media outlet are now voicing their furor.
LPL Financial yet again has fallen prey to a technology blunder that placed private client information at risk.
Trust Company of America is building a future-oriented interface
The Charles Schwab Corp. made several technology announcements this morning at its annual Impact conference in Boston.
Although it may be one of the less glamorous parts of the JPMorgan Chase & Co. empire, the bank's J.P. Morgan Clearing Corp. subsidiary has done something exciting in the area of technology.
Financial advisers here at the Schwab IMPACT conference in Boston today had access to two of the most influential technology minds on the planet: Facebook co-founder Chris Hughes and Twitter co-founder Biz Stone. Two quick hits that stood out.
“I thought Twitter was something Brett Favre uses to pick up women.”
Envestnet Inc., a Chicago company that provides Web-based services for financial advisers, expects to raise more than $31 million in net proceeds this week in an initial public offering.
Companies look for chief technology officers with experience in outsourcing, shared services
Here's a common refrain I've heard from advisers over the past two years: “It is a shame I couldn't better account for the economy in adjusting my clients' portfolios”
Black Diamond Performance Reporting today is expected to announce the availability of a new application specifically designed for the Apple Inc.'s iPad.
The online security landscape is changing in fundamental ways
If carried to fruition, TD Ameritrade Institutional's latest technology initiative will be the first to open its application program interface completely to third-party technology firms able to pass muster during the custodian's security review of their systems.
IT industry jumps ahead of banks in total payouts to shareholders 'excess cash'
Technology will be the key that unlocks the mass-affluent market for financial advisers
