Dan Skiles, formerly the vice president of adviser technology with Charles Schwab & Co. Inc., today joined Shareholders Service Group Inc. of San Diego, a brokerage and custodial firm for independent registered investment advisers.
Mutual funds that invest in technology stocks are producing great returns — a sign that the market in general is improving, some say — and investors are starting to respond.
The service looks into the background of financial advisers through civil and criminal background checks, credit reports, financial liens and bankruptcy proceedings and more.
They account for only a minuscule fraction of the world's estimated 100 million bloggers, but financial advisers who maintain their own commentary-oriented websites are finding that blogging can pay.
Among the more than 35,000 applications available for iPhones is a new one rolled out by Morningstar Inc. this week. Morningstar Mobile for iPhone (it will also run on the iPod Touch) is the first application for mobile devices created by the Chicago-based company.
One way to keep broker-dealers happy — or at least above water — is to help them keep their costs down.
Technology funds led equity funds in returns for the first four months of the year, according to Lipper.
Raymond James to offer the Albridge Platform to advisers; News service targets advisers
Despite budget cuts across the financial industry, Fidelity Institutional Wealth Services, Pershing LLC, Schwab Institutional and TD Ameritrade Institutional are spending money to upgrade technology.
Two new customer relationship management systems could help advisory firms save time and reduce overhead.
How can you get the most out of your technology investments?
Distribution Solutions, which is being beta tested, is designed to help advisers solve several financial planning conundrums such as comparing lump sum payout tax consequences with rolling the assets into an individual retirement account.
The Money Management Institute’s board of governors this week approved the release and publication of the Account Origination and Maintenance Standards release Version 1.0.
The majority of financial services firms did not include information about the financial crisis on their websites’ home pages from when the crisis began in October through February, according to a study released today by Weber Shandwick.
The Options Industry Council has announced a new effort to serve the educational needs of financial advisers by launching a dedicated adviser web portal and the addition of Eric S. Cott as director of financial adviser education.
Advisers are frustrated with current software options because they are difficult to integrate, hard to use and more complex than they need to be.
