While most financial advisers rely on financial planning software to steer clients through retirement, many are realizing that charting a retirement path is as much art as science.
Financial advisory firms that are mulling the idea of revamping their company websites can learn some useful lessons from others.
A new search service is available for comparative and cross-archive regulatory research.
Portfolio Director Inc. has announced completion of version 8.1 of its eponymous investment management software product.
Advisers are generally satisfied with the dozen-plus retirement-planning software applications and calculators available to them.
The acronym RIA refers, of course, to registered investment advisers.
RBC Dain Rauscher last week rolled out a new name and a new technology platform.
Competition is heating up in the normally sedate world of portfolio-re-balancing software.
Problems come and problems go, but linking adviser tools so that data entered once can populate several software programs — that's a problem that seems eternal.
The firm's version 5.2 of its eMoney Advisor 360Pro suite of online financial planning tools will launch this month.
Dan Skiles, vice president of Technology for Schwab Institutional, discussed the many issues his team has confronted.
Competition is heating up in the normally sedate world of portfolio re-balancing software.
Many executives said their risk assessment systems had no common control library or were not sure if one existed.
Citadel Solutions starting Operational Alpha, the first fully integrated hedge fund trading platform for users of Bloomberg’s AIM institutional order management system.
Citi Global Wealth Management will acquire the managed account trading and technology platform of Legg Mason Private Portfolio Group.
The tool can replay the market in simulated real-time at an accelerated or decelerated speed, according to the exchange.
Despite some quibbles, Act For Financial Professionals is a customer relationship management system that is making many advisers' short lists.
While industry experts and broker-dealers are working to simplify variable annuity processing and cut down on paperwork electronically, software vendors are trying to help advisers easily compare products to comply with suitability requirements.
Signature Resources Capital Management has teamed up with Fundquest Inc. to launch a wealth management platform.
