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Schwab snaps up RIA tech consulting firm
Schwab Performance Technologies has entered into an agreement to acquire Etelligent Consulting Inc.
The Hartford buys tech firm
The Hartford announced plans today to acquire TopNoggin, a technology firm based in Powell, Ohio.
Compatibility issues vex advisers with Microsoft Vista
Advisers thinking about treating themselves this holiday season to new office PCs running Microsoft Vista should think twice: Only a tiny fraction of an adviser's core professional software is likely to be Microsoft Vista-compatible.
Northstar rolls out customized wealth suite
NorthStar Systems has rolled out a wealth management platform that includes a suite of services building on the company's many individual offerings.
New online tool helps prospect for wealthy clients
Advisers have a new, largely undiscovered and relatively inexpensive online database for prospecting for wealthy clients or for researching the giving habits of those they already have.
Fiserv finalizes CheckFree acquisition
The technology-solutions provider has completed its $4.4 billion cash acquisition of CheckFree.
Industry IT spending may outpace others’
While spending on technology in the financial-services sector won't reach double-digit growth next year, it's likely to outpace growth in spending by many other big sector groups.
Man vs. machine
When computers manage the portfolio, the first challenge is often preventing the human brain from getting in the way.
S&P has high hopes for MarketScope Advisor
Standard & Poor's MarketScope Advisor is a beautifully designed, intuitive online application that is meant to serve as a financial adviser's central source of real-time stock analysis, equity research, strategic asset allocation guidance and market commentary.
At quirky Thrasher, investors can pick stocks and groove to the music
Charts displaying stock market activity or detailed stock analysis are common on investment or brokerage websites — an embedded music player would seem out of place.
Are you ready for cost basis reporting?
A "nightmare" is how Shami Kaur, an adviser and certified financial planner with SK Financial Alliance in Cedar Knolls, N.J., describes dealing with cost basis issues and their tax ramifications.
PNC’s deal for Albridge raising some concerns
While The PNC Financial Services Group's announcement last week that it is set to acquire Albridge Solutions Inc. was applauded by many in the financial advisory industry, some raised concerns that the planned merger might prove less than a panacea.
Retirement of boomers will create market for advisers
In about a decade, when a significant number of baby boomers have retired, there will be a new market for financial advice.
Schwab’s updated PortfolioCenter promises better reporting
Financial advisers who attended the annual Schwab IMPACT conference last week in Las Vegas had a chance to preview an updated version of PortfolioCenter.
UMA platform gives advisers greater choice, firm contends
A unified managed account platform that gives advisers greater latitude in customizing portfolios for clients is being introduced today by ADVISORport, the UMA platform service of Wilmington, Del.-based PFPC Worldwide Inc.
Tech Bits
S&P rolls out a new online service, MarketScope Advisor, and Skype, Logitech, and Intel team up on video calling.
Albridge to be acquired by PNC
The Albridge platform provides advisers with an aggregate view of their clients’ assets.
Rogue trader Nick Leeson sings for software firms
Nick Leeson, the rogue derivatives trader whose fraudulent transactions brought down London's venerable Barings Bank, has a new gig.
Fidelity to spend $50M on platform for advisers
Hoping to steal the thunder from archrival Charles Schwab & Co. Inc.'s annual gathering of advisers this week, Fidelity Investments last week unveiled plans to spend $50 million to develop a wealth management technology platform aimed at advisers.
Solutions for retirement planning
There is no shortage of technology solutions to help with retirement planning. Some are comprehensive packages that do — or promise to do — many things; others are more modest in their goals.
