Fintech

Displaying 4783 results
FINTECH DEC 09, 2012
Modern Java: How Trust Company of America is rebuilding with it

As part of an online extra for this week's Tech Update column on Trust Company of America's new Liberty client interface (and soon adviser interface in addition) I said I would publish more of my interview with Dave Curry.

By Davis Janowski
FINTECH DEC 07, 2012
eFileCabinet update

By Janowski Davis
FINTECH DEC 07, 2012
Younger clients give thumbs down to face time: Survey

Not interested in taking a meeting — at least, not in person

By Liz Skinner
FINTECH DEC 06, 2012
Finding errors in PortfolioCenter

By Davis Janowski
Utah legislator targets online broker records
FINTECH DEC 03, 2012
Utah legislator targets online broker records

By AOSTERLAND
FINTECH DEC 03, 2012
EyePad: Putnam rolls out videos to help advisers get tech-savvy

New series of shorts featuring mobile tech tips for day-to-day business

By Liz Skinner
Opinion: Is your iPad now cleared for takeoff?
FINTECH DEC 03, 2012
Opinion: Is your iPad now cleared for takeoff?

FAA rethinking rules about use of mobile devices on planes; more leg room in coach would be nice, too

By John Goff
Michael Kitces: 15 power tweeters every adviser should know
FINTECH DEC 02, 2012
Michael Kitces: 15 power tweeters every adviser should know

This twitter brigrade includes smart folks to follow and planners building their own

By Michael Kitces
FINTECH DEC 02, 2012
Riskalyze tool turns pro with new version for advisers

By Janowski Davis
FINTECH NOV 13, 2012
The InvestmentNews Adviser Technology Study: Now open

<i>InvestmentNews</i> has just launched our first-ever independent-adviser technology study, which aims to provide advisers with a way to benchmark their firms' technology investments and usages against similar and top-performing firms.

By Mark Bruno
RIA NEWS NOV 11, 2012
Finally, an Advisor Center iPad app; Boulevard R introduces RetiremapHQ.com; New version of Adhesion

By Janowski Davis
FINTECH NOV 11, 2012
New HP printers should appeal to smaller investment adviser firms

By MFXFeeder
FINTECH NOV 04, 2012
No 'crew cut' to 401(k) tax breaks, ASPPA chief vows

By Mark Schoeff Jr.
FINTECH OCT 28, 2012
Advisers frustrated by lead generator

By Janowski Davis
Mark Cuban: I know who's to blame for Facebook fiasco
FINTECH OCT 26, 2012
Mark Cuban: I know who's to blame for Facebook fiasco

Billionaire rebuffs New York Times claim that social networking company's CFO is the culprit

By Jonathan Weil
FINTECH OCT 21, 2012
Stockr offers social-media site for those passionate about stocks

By Janowski Davis
FINTECH OCT 11, 2012
Sharper tools in the box? Retirement income programs getting better

Best of the lot focus on tradeoff strategies to meet income goals; wildly different answers a worry, however

By Mary Beth Franklin
FINTECH OCT 07, 2012
More Adviser Tech Trends answers

By Janowski Davis
FINTECH SEP 30, 2012
Survey: Advisers aren't plugged in to their own CRM systems

By Liz Skinner
FINTECH SEP 30, 2012
Fox and Redtail partner on work flow

By Davis Janowski