Fintech

Displaying 5058 results
FINTECH OCT 07, 2010
Will artificial intelligence one day threaten the advisory industry?

By Davis Janowski
FINTECH OCT 04, 2010
Protracker rolls out Form ADV Part 2 software

By Davis Janowski
FINTECH OCT 04, 2010
Cell mates: New devices help you find lost phone

Zomm, Phone Halo dialed in when you're not: why is your pocket flashing?

By Bloomberg
FINTECH OCT 04, 2010
Could new mutual fund evaluation tool put Morningstar and others on notice?

By Bloomberg
FINTECH OCT 01, 2010
Pricing improvements? Taking the pulse of the internet space

In February, S&P Equity Analyst Scott Kessler raised his fundamental outlook on the internet software & services industry to positive from neutral, reflecting what he views as a stabilized global economy that would contribute to more overall advertising spending, an increasing percentage of related budgets being committed to the Internet (versus so-called traditional media), and pricing for associated online offerings that is showing signs of improvement

By Standard and Poor's
FINTECH SEP 28, 2010
Social Media: Reps, advisers experiment despite compliance concerns

Obviously, compliance officers are very concerned about the use of social media, particularly by registered representatives.

By MFXFeeder
FINTECH SEP 26, 2010
Storm is brewing for cloud-computing stocks

Investors are all abuzz over cloud computing, which allows individuals to access services and applications via the Internet without maintaining their own servers and software.

By MFXFeeder
FINTECH SEP 26, 2010
Help in finding financial planning software

By Davis Janowski
FINTECH SEP 23, 2010
Moxy 7.0 trade order management now available from Advent

Advent Software yesterday announced availability of Moxy 7.0, the latest version of the trade order management system that's so popular with registered investment advisory firms

By Davis Janowski
FINTECH SEP 21, 2010
Fidelity to integrate WealthCentral with BlueSky portfolio management

Black Diamond's BlueSky first of new wave of coming integrations to be added to platform

By Davis Janowski
FINTECH SEP 21, 2010
TD Ameritrade adds brokers at record clip

TD Ameritrade Institutional attracted more breakaway brokers in the last nine months than it did in all of its 2009 fiscal year, company executives said last week.

By Dan Jamieson And Jed Horowitz
TD Ameritrade to spend $30M on tech in 2011
FINTECH SEP 21, 2010
TD Ameritrade to spend $30M on tech in 2011

Despite expectations that interest rates will remain near zero for another year, the interest-sensitive TD Ameritrade Holding Corp. plans to invest $30 million in technology and “client-facing” activities in fiscal 2011.

By Bloomberg
FINTECH SEP 19, 2010
Don't overlook eFileCabinet offering

Being an opinionated bunch, financial advisers let me know when I write a story that fails to include a product they like.

By Davis Janowski
FINTECH SEP 16, 2010
More on Vanguard Annuity Access

By Davis Janowski
FINTECH SEP 15, 2010
Secrets of the top performers: How leading firms use technology

What separates the top firms from the rest of the advisory industry? The way they utilize technology, for one.

By Mark Bruno
FINTECH SEP 15, 2010
Goldman tie-up with Incapital broadens its muni distribution

Arrangement puts underwriter on retail par with other major firms

By Bloomberg
FINTECH SEP 12, 2010
Vanguard web service compares annuities

By Davis Janowski
FINTECH SEP 08, 2010
Here's a first: Tech IPOs lagging large-cap performance

Days of Nasdaq offerings trouncing S&P 500 at an end; 'looking for the next Google' -- and not finding it

By Bloomberg
FINTECH SEP 07, 2010
NPH's WealthOne is central to B-Ds' recruitment strategy

With the launch of WealthOne, National Planning Holdings Inc.'s network of four broker-dealers has a major new set of tools at its disposal.

By Bloomberg
FINTECH SEP 05, 2010
Social networking is here to stay

This year, while I was organizing a mission trip to Mississippi for teens and adults, I sent out weekly e-mails with up-dates on our travel plans.

By David Langton