Among the more than 35,000 applications available for iPhones is a new one rolled out by Morningstar Inc. this week. Morningstar Mobile for iPhone (it will also run on the iPod Touch) is the first application for mobile devices created by the Chicago-based company.
One way to keep broker-dealers happy — or at least above water — is to help them keep their costs down.
Technology funds led equity funds in returns for the first four months of the year, according to Lipper.
Raymond James to offer the Albridge Platform to advisers; News service targets advisers
Despite budget cuts across the financial industry, Fidelity Institutional Wealth Services, Pershing LLC, Schwab Institutional and TD Ameritrade Institutional are spending money to upgrade technology.
Two new customer relationship management systems could help advisory firms save time and reduce overhead.
How can you get the most out of your technology investments?
Distribution Solutions, which is being beta tested, is designed to help advisers solve several financial planning conundrums such as comparing lump sum payout tax consequences with rolling the assets into an individual retirement account.
The Money Management Institute’s board of governors this week approved the release and publication of the Account Origination and Maintenance Standards release Version 1.0.
The majority of financial services firms did not include information about the financial crisis on their websites’ home pages from when the crisis began in October through February, according to a study released today by Weber Shandwick.
The Options Industry Council has announced a new effort to serve the educational needs of financial advisers by launching a dedicated adviser web portal and the addition of Eric S. Cott as director of financial adviser education.
Advisers are frustrated with current software options because they are difficult to integrate, hard to use and more complex than they need to be.
The latest versions of eMoney 360 and eMoney 360Pro have been released by eMoney Advisor.
The National Endowment for Financial Education is launching a new website specifically aimed at helping individual investors design their own customized retirement income plans.
TD Ameritrade Institutional has entered into a strategic partnership with Interactive Advisory Software and Orion Advisor Services, an agreement designed to increase the number of advisers who have assets under custody with the firm.
Internet Explorer 8 is unveiled and ING launches online comparison tool designed for retirement planning.
