New software examines patterns and modeling activities across a broker-dealer’s book of business.
Advent Software completes acquisition of Tamale Software, and Minuteman Advisor Services offers an online portfolio rebalancing platform.
Spencer Green didn't anticipate the current financial crisis when he created MeettheBoss.com, but Wall Street's problems may help the new networking site take off.
Where was all of Wall Street’s expensive, supposedly advanced technology when we needed it? Shouldn’t technology have helped to avert the current economic and financial mess?
Lauded for its ability to make use of advanced technology to make its website user-friendly, Fidelity Investments Institutional Services Co. of Boston was ranked as the financial intermediary with the best website by kasina LLC.
While financial advisers provide far from the most popular content on YouTube, they are there.
LPL Financial has agreed to pay a $275,000 penalty for violating customers' privacy, the Securities and Exchange Commission said Thursday.
The London Stock Exchange PLC halted trading for three and a half hours on Thursday because of a technical glitch that prevented some customers from connecting to its systems.
The latest version of Money-GuidePro focuses on flexible features designed to automate an adviser's initial meetings with clients.
Advisers who rely on blogs to communicate with their clients view the activity as a harmless, inexpensive technology.
MailBanc, a communications and compliance platform tailored for financial advisers has been relaunched this month.
Once considered the gold standard of web-based financial reporting technology, EDGAR, the Securities and Exchange Commission's long-serving form-based corporate filing system, is to be replaced.
It’s not often a really cool social networking site just for financial advisers comes along.
Scott Barkow, an adviser with Raymond James & Associates Inc. of St. Petersburg, Fla., isn't happy about the challenging economy and how it could hurt new business.
Financial Computer Support Inc. makes the dbCAMS portfolio management software used by thousands of advisers.
Professional-grade financial services applications may soon be coming to the iPhone.
Dictation software frees advisers from the mouse. The MMI and Peridrome predict savings to the managed accounts industry.
Some financial advisers are finding that outsourcing most of their day-to-day tasks, including many administrative duties, saves time and is cost-effective.
There’s some movement in the data consolidation and reconciliation industry that advisers should keep an eye on.
