Fintech

Displaying 4745 results
YOUR PRACTICE FINTECH FEB 04, 2011
JPMorgan gives bankers iPads

JPMorgan Chase & Co. will give its investment bankers iPads to provide an additional mobile tool as Apple Inc. expands its domain to Wall Street, threatening Research in Motion Ltd. in a market it traditionally dominated.

By Bloomberg
YOUR PRACTICE FINTECH FEB 04, 2011
To Mac or not to Mac?

Thanks to the incredible popularity of Apple Inc.'s iPad, an increasing number of financial advisers have been asking me if it is possible to run their businesses on Apple computers instead of those designed only for Microsoft Windows. The answer is yes, with a catch or two.

By Davis Janowski
YOUR PRACTICE FINTECH FEB 03, 2011
So you are out for the evening and someone asks…

By Davis Janowski
YOUR PRACTICE RETIREMENT PLANNING FEB 03, 2011
Advisers and the next generation(s)

In my ongoing effort to keep advisers abreast of ways to engage the next generation, I came across an entertaining website for you to share with parents or grandparents who can in turn share with their young ones.

By Davis Janowski
YOUR PRACTICE FINTECH FEB 02, 2011
Financial services IT spending looking better in 2011

By Davis Janowski
YOUR PRACTICE FINTECH JAN 30, 2011
It's a bank, it's a broker and it's all at an ATM

Glass-Steagall may have gone the way of the Berlin Wall, but true integration of banking and brokerage has taken a lot longer to achieve than German reunification

By Davis Janowski
YOUR PRACTICE FINTECH JAN 28, 2011
Brian Stimpfl, longtime TD exec, joins indie software company

After a short hiatus, Brian Stimpfl, former longtime TD Ameritrade executive, has landed at Actifi Inc.

By Davis Janowski
YOUR PRACTICE FINTECH JAN 23, 2011
Making sense of document storage confusion

Advisers are confused and un-certain about web-based document storage and document vaults

By Davis Janowski
Twitter, Facebook rules leave reps with little to say
YOUR PRACTICE FINTECH JAN 17, 2011
Twitter, Facebook rules leave reps with little to say

Social media sites such as LinkedIn and Twitter are redefining the way businesses reach their customers. Securities firms, however, are largely absent from the revolution.

By Bloomberg
YOUR PRACTICE FINTECH JAN 17, 2011
Thinking of picking up an iPad? Here's a few things to consider

Because of the near-mania over the Apple iPad, I've been bombarded of late by advisers who want to incorporate the device into their practices but aren't really sure what it can do for them.

By Davis Janowski
YOUR PRACTICE RETIREMENT PLANNING JAN 16, 2011
Help in getting a handle on medical expenses

By Davis Janowski
YOUR PRACTICE FINTECH JAN 14, 2011
Fiserv gives APL managed-account platform a new look with OneView

By Davis Janowski
YOUR PRACTICE RIAS JAN 11, 2011
MSSB provides advisers with internal social network

By Davis Janowski
YOUR PRACTICE FINTECH JAN 06, 2011
TD Ameritrade Institutional reporting progress on its open API initiative

By Davis Janowski
YOUR PRACTICE RIAS DEC 19, 2010
Cyberattacks: A clear and present danger

By MFXFeeder
YOUR PRACTICE FINTECH DEC 19, 2010
The new Client 360 brings it all together

Client 360 has been officially reborn.

By Davis Janowski
YOUR PRACTICE FINTECH DEC 14, 2010
Broadridge scoops up NewRiver

By Bloomberg
YOUR PRACTICE FINTECH DEC 12, 2010
Advisers viewing videos in new ways

Their numbers are small, but more and more advisers are starting to see value in recording video commentary for use on their websites, as well as in communications with clients

By Davis Janowski
YOUR PRACTICE FINTECH DEC 08, 2010
New features coming to StreetScape, National Financial's broker workstation

Announcement heralds increased technology sharing with other parts of Fidelity

By Bloomberg
YOUR PRACTICE FINTECH DEC 06, 2010
Tech firm challenges fund firms on performance numbers

Confluence will audit data through Oct. 29; 'the year of transparency'

By Jessica Toonkel