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How small advisory firms can look big
Many small advisory firms are operating leanly these days, especially in manpower, but thanks to technology, they can…
The new adviser imperative: Getting the most bang for your technology buck
How can you get the most out of your technology investments?
Money Tree to unveil financial planning software
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.
Managed-account communication standards gain approval
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.
Survey: Firms failed to use websites to reassure clients
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.
Options Industry Council announces web education program for advisers
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.
Technology shortcomings dishearten advisers
Advisers are frustrated with current software options because they are difficult to integrate, hard to use and more complex than they need to be.
eMoney Advisor unveils latest version
The latest versions of eMoney 360 and eMoney 360Pro have been released by eMoney Advisor.
Website lets investors design their own retirements
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 upgrades in bid to boost recruiting
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; ING releases web offering
Internet Explorer 8 is unveiled and ING launches online comparison tool designed for retirement planning.
Angelsoft.net, GlobalBroker
Angelsoft.net updated its search engine and GlobalBroker.com has launched a web-based market for owners or buyers to sell or to lease commercial real estate.
Advent unveils research management system
Advent Software Inc., a software and services provider to investment managers, has launched a new version of Tamale RMS, which centralizes data.
Software program aims to simplify retirement account tax management
Taking the grunt work and the guesswork out of retirement account tax management could be right around the corner, assuming that a new product from LifeYield LLC can live up to the hype building around it.
Adhesion Wealth Advisor Solutions, Stonefield Software
Adhesion Wealth Advisor Solutions has upgraded its WealthADV Unified Managed Account platform, while Fla. vendor unveils report creation software
Financial planning is art: Techies
While financial planning software has helped streamline operations, experts encourage advisers to keep the client experience in mind.
Navy Federal partners with FundQuest
Navy Federal Asset Management LLC today announced the launch of a new managed account platform in partnership with FundQuest Inc. of Boston.
FPA to help advisers choose best technology program
As market volatility persists, the Financial Planning Association has created a research program that is aimed to help advisers choose the best technology.
Technology simplifies retirement-account tax management
Taking the grunt work and the guesswork out of retirement-account tax management could be right around the corner, assuming a new product from LifeYield LLC can live up to the hype building around it.
ACS Compliance Solutions, AdviceAmerica
Automated Compliance Solutions has unveiled compliance software for brokers, and AdviceAmerica Inc. has released a client relationship management solution.
