Fintech

Displaying 4783 results
FINTECH JUN 07, 2012
Seven steps to effective use of Facebook

By MFXFeeder
Advisers feeling more pressure to manage risk, communicate
FINTECH JUN 07, 2012
Advisers feeling more pressure to manage risk, communicate

Life is more complicated for advisers these days, who face increased pressure from investors to manage investment risk and communicate more frequently...

By Lavonne Kuykendall
FINTECH JUN 07, 2012
Forget the slideshow: There's only one reason advisers need social media

Here's a surprising stat from our 2012 survey of independent broker-dealers: 79.5% of independent broker-dealers permit their reps and advisers to use social media for professional purposes.

By Mark Bruno
FINTECH JUN 07, 2012
Using social media to expand a practice

By MFXFeeder
RETIREMENT PLANNING JUN 06, 2012
Planning ahead for digital remains

By Liz Skinner
FINTECH JUN 05, 2012
Adviser pricing transparency is coming

By Lavonne Kuykendall
RIA NEWS JUN 01, 2012
Client churn a royal pain? Seek a niche

Affinity practice best bet to retain book of business; whole lot of jumping going on

By LKUYKENDALL
FINTECH MAY 31, 2012
Advisor Access announced by Raymond James

By Janowski Davis
FINTECH MAY 31, 2012
Certivox PrivateSky: The shape of secure messaging systems to come?

By Janowski Davis
Blame game on after Facebook faceplant
FINTECH MAY 30, 2012
Blame game on after Facebook faceplant

Fingers pointed at Morgan Stanley, Nasdaq -- and social networking company's top execs; owners got theirs

By John Goff
Easy come, easy go as Zuckerberg drops off rich list
FINTECH MAY 29, 2012
Easy come, easy go as Zuckerberg drops off rich list

Facebook CEO worth $19.4B on day of IPO; now down to $14.7B

By John Goff
FINTECH MAY 27, 2012
An apple for the adviser: Making your iPad perform

By MFXFeeder
Smarsh unveils archiving product
FINTECH MAY 27, 2012
Smarsh unveils archiving product

By Janowski Davis
FINTECH MAY 23, 2012
Getting referrals gets easier with Retire Logix, PlannerSearch hookup

Getting referrals gets easier with Retire Logix, PlannerSearch hookup

By Janowski Davis
FINTECH MAY 22, 2012
<font color=red>Live</font> Jim Pavia at Finra

By Paul Menchaca
FINTECH MAY 22, 2012
Live updates about social media from Finra's annual conference

By Paul Menchaca
FINTECH MAY 20, 2012
Hopes for Tamarac deal: A 'one-stop portal' for front and back offices

By Janowski Davis
Finra looking into Facebook trading snafu
FINTECH MAY 18, 2012
Finra looking into Facebook trading snafu

Regulator assisting Nasdaq with investigation; orders not executed properly for 19 minutes on Friday

By Bruce Kelly
Facebook IPO great for insiders — but what about investors?
FINTECH MAY 18, 2012
Facebook IPO great for insiders — but what about investors?

Smart money cashing out in a big way; welcome to the modern-day IPO

By Jeff Benjamin
'Guy in the hoodie' raises $16B in second biggest IPO ever
FINTECH MAY 18, 2012
'Guy in the hoodie' raises $16B in second biggest IPO ever

FaceBook offering values company north of $100 billion; stock starts trading today at $38

By John Goff