Fintech

Displaying 4724 results
YOUR PRACTICE FINTECH SEP 24, 2008
Fidelity site ranked No. 1 for intermediaries

Lauded for its ability to make use of advanced technology to make its website user-friendly, Fidelity Investments Institutional Services Co. of Boston was ranked as the financial intermediary with the best website by kasina LLC.

By Bloomberg
YOUR PRACTICE FINTECH SEP 15, 2008
Advisers get their 15 minutes

While financial advisers provide far from the most popular content on YouTube, they are there.

By Bloomberg
YOUR PRACTICE FINTECH SEP 15, 2008
LPL to pay $275K fine for hacking incidents

LPL Financial has agreed to pay a $275,000 penalty for violating customers' privacy, the Securities and Exchange Commission said Thursday.

By Bloomberg
YOUR PRACTICE FINTECH SEP 08, 2008
Glitch once again shuts down London Stock Exchange

The London Stock Exchange PLC halted trading for three and a half hours on Thursday because of a technical glitch that prevented some customers from connecting to its systems.

By Associated Press
YOUR PRACTICE FINTECH SEP 08, 2008
MoneyGuidePro updates offer more flexibility, automation

The latest version of Money-GuidePro focuses on flexible features designed to automate an adviser's initial meetings with clients.

By Bloomberg
YOUR PRACTICE FINTECH SEP 01, 2008
Finra, SEC rules constrain advisers in blogosphere

Advisers who rely on blogs to communicate with their clients view the activity as a harmless, inexpensive technology.

By Bloomberg
YOUR PRACTICE FINTECH AUG 29, 2008
MailBanc compliance platform, DTCC revamp

MailBanc, a communications and compliance platform tailored for financial advisers has been relaunched this month.

By Bloomberg
YOUR PRACTICE FINTECH AUG 25, 2008
SEC's big IDEA — put EDGAR out to pasture and modernize

Once considered the gold standard of web-based financial reporting technology, EDGAR, the Securities and Exchange Commission's long-serving form-based corporate filing system, is to be replaced.

By Bloomberg
YOUR PRACTICE FINTECH AUG 22, 2008
Networking, Monte Carlo & E.T. investing

It’s not often a really cool social networking site just for financial advisers comes along.

By Bloomberg
YOUR PRACTICE FINTECH AUG 18, 2008
Website gives drill-down information on potential advisers

Scott Barkow, an adviser with Raymond James & Associates Inc. of St. Petersburg, Fla., isn't happy about the challenging economy and how it could hurt new business.

By Bloomberg
YOUR PRACTICE FINTECH AUG 15, 2008
Morningstar buys FCSI, Fidelity e-signatures

Financial Computer Support Inc. makes the dbCAMS portfolio management software used by thousands of advisers.

By Bloomberg
YOUR PRACTICE FINTECH AUG 11, 2008
Portfolio management tool may come to the iPhone

Professional-grade financial services applications may soon be coming to the iPhone.

By Bloomberg
YOUR PRACTICE FINTECH AUG 08, 2008
Dragon software, data standards

Dictation software frees advisers from the mouse. The MMI and Peridrome predict savings to the managed accounts industry.

By Bloomberg
YOUR PRACTICE FINTECH AUG 04, 2008
Outsourcing is the answer for small firms, some say

Some financial advisers are finding that outsourcing most of their day-to-day tasks, including many administrative duties, saves time and is cost-effective.

By Bloomberg
YOUR PRACTICE FINTECH AUG 01, 2008
PC survey and mergers to watch

There’s some movement in the data consolidation and reconciliation industry that advisers should keep an eye on.

By Bloomberg
YOUR PRACTICE FINTECH JUL 28, 2008
Website offers quick advice for business growth

Financial advisers typically spend months working with a business consultant to develop a plan for expanding their firms, and face a bill of at least several thousand dollars.

By Bloomberg
YOUR PRACTICE FINTECH JUL 28, 2008
Tamarac updates Advisor, cuts cost

In a move to attract a broader client base, Tamarac Inc. last week launched an updated version of its Advisor software that will cost small advisory firms about half of what they would pay for the current edition.

By Bloomberg
YOUR PRACTICE FINTECH JUL 25, 2008
SmartOffice 6, cashout calculator, experts online

Here's where to refer clients and non-clients asking, “How big a hit will I take if I cash out my 401(k)?”

By Bloomberg
YOUR PRACTICE FINTECH JUL 21, 2008
Uncertainty clouds advisers' view of technology

When it comes to implementing new technologies, a number of financial advisers are discouraged by poor results and inadequate returns on their investments, according to a study that will be released today by the Denver-based Financial Planning Association.

By MFXFeeder
YOUR PRACTICE FINTECH JUL 18, 2008
Tech survey, Scivantage and Windham

In a recent survey, 321 advisers were asked to identify their three biggest areas of difficulty out of 10 system areas.

By Bloomberg