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Does data management need more oversight?
New report finds issues with firms' data aggregation processes.
Integrations still on the tech road map
Although not often thought of as cutting-edge by most financial advisers, the four major custodians may become popular…
A tech reporter and columnist’s farewell
Departing InvestmentNews, Davis Janowski has some advice for the advisory industry
<b>The Takeaway:</b> Are you in the secret wealth management cult?
Portfolio Joe Terranova takes a look at Q2 earnings season – the stats you want, the color you…
A tech reporter’s farewell
Departing InvestmentNews, Davis Janowski has some advice for the advisory industry.
B-Ds to get compliance insight from updated RegEd service
Consultants to provide added layer of analysis amid more focus on risk.
Veo logo coming soon to an application near you
TD Ameritrade Institutional rolls out campaign to raise profile of integrated third-party tech firms.
RegEd’s new platform should draw more IBD business
John Schobel and Blane Warrene of RegEd stopped by recently to discuss their new Score for Compliance platform.
Scivantage acquires Portfolio Director to bolster performance reporting
Services to be offered to advisers but retail investors will get access eventually.
AfterSteps helps advisers handle post-death tracking of accounts
Can help bridge gap between advisers and clients' children.
BloombergBlack shutting down
Online wealth management tools to DIY mass-affluent investment crowd doesn't get off the ground.
TD Institutional rolls out logo for approved providers
While many of us — in our consumer lives, anyway — find ourselves pretty logo-saturated, the same cannot…
As RJ signs on with Hearsay, Actiance rolls out multi-level review features
Social media marketing, sales, archiving and compliance continue to be hot areas of tech development.
Envestnet levering HiddenLevers onto its platform
One piece of a larger business intelligence initiative the firm is building out for advisers
Fascinating algorithms: Quantopian brings black-box trading to the masses
Quantopian, a new service for those that know how to do the math but lack the infrastructure and data
Rebalancing application meets economic analytics program
This is the sort of integration that gets me excited. Two scrappy, small providers of technology for…
Veo users now can go macro easily
An interesting startup that I have written about, HiddenLevers.com (March 28, 2011),…
J.P. Morgan is latest to start trading paper for electrons
Trading in paper for electrons — that is what J.P. Morgan Asset Management has done with its “Guide…
iPad tool provides stock research
Chaikin Analytics for iPad, an easy-to-use equities research tool for advisers
HTML5 & AllianceBernstein’s iPad app
I promised a blog post that expanded on some of the threads I began in my…
