Fintech

Displaying 4783 results
Party like it's 1999: Soros, hedgies streaming into tech sector
FINTECH FEB 21, 2012
Party like it's 1999: Soros, hedgies streaming into tech sector

Fund managers snapping up shares of Google, other IT outfits; solid six-month run

By John Goff
FINTECH FEB 19, 2012
Envestnet to buy Tamarac

By Davis Janowski
FINTECH FEB 19, 2012
A lesson from an adviser cybervictim

By MFXFeeder
Don't believe the hype of Facebook IPO: Asset manager
EQUITIES FEB 15, 2012
Don't believe the hype of Facebook IPO: Asset manager

The timing of Facebook's IPO could hardly be better, but one asset manager thinks the first few years of appreciation are already priced in, a lesson learned from Google's IPO.

By Bloomberg
FINTECH FEB 13, 2012
Yes. Advisers are really attracting clients with social media

Advisers offer their tips for winning business and networking with social media.

By Mark Bruno
FINTECH FEB 12, 2012
Welcoming the latest version of Junxure and a new data tool

By MFXFeeder
FINTECH FEB 12, 2012
Here's what financial advisers should do (and not do) to protect clients from cybercrime

By MFXFeeder
Wealthy clients on FaceBook deal: Z-z-z-z-z ...
RETIREMENT PLANNING FEB 12, 2012
Wealthy clients on FaceBook deal: Z-z-z-z-z ...

Many passing up what's seen as risky, over-hyped bet; don't want to be 'the last money in'

By John Goff
Not clued in about LinkedIn? Big mistake, advisers say
FINTECH FEB 08, 2012
Not clued in about LinkedIn? Big mistake, advisers say

Social networking a swell way to land clients; 'great platforms'

By Bloomberg
Tech vendors unveil new offerings at TD's conference
FINTECH FEB 06, 2012
Tech vendors unveil new offerings at TD's conference

By Bloomberg
FINTECH FEB 05, 2012
Past performance may be a harbinger for future, after all

By MFXFeeder
FINTECH FEB 05, 2012
Tech update: Data standards elusive

Lack of data standards has slowed the evolution of the advisory business. “Things move at glacial speed in the financial services world,” said Bill Harris, who is probably best known for having served as chief executive at both PayPal and Intuit Inc.

By Bloomberg
FINTECH FEB 03, 2012
Social-media action steps for the New Year

By MFXFeeder
FINTECH FEB 02, 2012
Another tool to help re-balance the books

Nine years ago, adviser Rich Chambers got frustrated.

By Davis Janowski
For advisers, it's more like social notworking
FINTECH FEB 02, 2012
For advisers, it's more like social notworking

Facebook. LinkedIn. Twitter. Financial advisers need to embrace social media to land new clients and boost revenues, right? It ain't necessarily so, a new survey finds. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111220&amp;Category=FREE&amp;ArtNo=122009999&amp;Ref=PH>The 10 biggest stories of '11 &amp;raquo;</a>

By Lavonne Kuykendall
FINTECH JAN 29, 2012
Jumping on Salesforce bandwagon

By MFXFeeder
FINTECH JAN 29, 2012
Numbers aren't nearly as important as education

By MFXFeeder
FINTECH JAN 29, 2012
Performance reporting is vexing

By Bloomberg
FINTECH JAN 26, 2012
Top 10 intermediary web sites

For the 13th year in a row research firm kasina LLC has come out with a study and list of the Top 10 intermediary web sites for financial advisers.

By Davis Janowski
Mind your social-media compliance programs: SEC
FINTECH JAN 18, 2012
Mind your social-media compliance programs: SEC

Finra has warned investment advisers to examine the effectiveness of their social-media compliance programs based on findings from recent SEC adviser examinations.

By Dan Jamieson