Fintech

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FINTECH APR 19, 2009
The new adviser imperative: Getting the most bang for your technology buck

How can you get the most out of your technology investments?

By Bloomberg
FINTECH APR 19, 2009
A good time to go paperless?

By Lisa Shidler
FINTECH APR 19, 2009
Dreaming the adviser software integration dream

By Davis Janowski
FINTECH APR 19, 2009
How small advisory firms can look big

By Evan Cooper
FINTECH APR 17, 2009
Money Tree to unveil financial planning software

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.

By Davis Janowski
FINTECH APR 10, 2009
Managed-account communication standards gain approval

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.

By Davis Janowski
FINTECH APR 09, 2009
Survey: Firms failed to use websites to reassure clients

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.

By Sue Asci
FINTECH APR 07, 2009
Options Industry Council announces web education program for advisers

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.

By Bloomberg
FINTECH APR 05, 2009
Technology shortcomings dishearten advisers

Advisers are frustrated with current software options because they are difficult to integrate, hard to use and more complex than they need to be.

By Davis Janowski
FINTECH APR 03, 2009
eMoney Advisor unveils latest version

The latest versions of eMoney 360 and eMoney 360Pro have been released by eMoney Advisor.

By Davis Janowski
FINTECH APR 01, 2009
Website lets investors design their own retirements

The National Endowment for Financial Education is launching a new website specifically aimed at helping individual investors design their own customized retirement income plans.

By Mark Bruno
FINTECH MAR 27, 2009
TD Ameritrade upgrades in bid to boost recruiting

TD Ameritrade Institutional has entered into a strategic partnership with Interactive Advisory Software and Orion Advisor Services, an agreement designed to increase the number of advisers who have assets under custody with the firm.

By Bloomberg
FINTECH MAR 20, 2009
Internet Explorer 8; ING releases web offering

Internet Explorer 8 is unveiled and ING launches online comparison tool designed for retirement planning.

By Bloomberg
ALTERNATIVES MAR 13, 2009
Angelsoft.net, GlobalBroker

Angelsoft.net updated its search engine and GlobalBroker.com has launched a web-based market for owners or buyers to sell or to lease commercial real estate.

By Bloomberg
FINTECH MAR 06, 2009
Advent unveils research management system

Advent Software Inc., a software and services provider to investment managers, has launched a new version of Tamale RMS, which centralizes data.

By Bloomberg
FINTECH MAR 01, 2009
Software program aims to simplify retirement account tax management

Taking the grunt work and the guesswork out of retirement account tax management could be right around the corner, assuming that a new product from LifeYield LLC can live up to the hype building around it.

By Bloomberg
RIA NEWS FEB 27, 2009
Adhesion Wealth Advisor Solutions, Stonefield Software

Adhesion Wealth Advisor Solutions has upgraded its WealthADV Unified Managed Account platform, while Fla. vendor unveils report creation software

By Bloomberg
RETIREMENT PLANNING FEB 25, 2009
Financial planning is art: Techies

While financial planning software has helped streamline operations, experts encourage advisers to keep the client experience in mind.

By Bloomberg
FINTECH FEB 25, 2009
Navy Federal partners with FundQuest

Navy Federal Asset Management LLC today announced the launch of a new managed account platform in partnership with FundQuest Inc. of Boston.

By Bloomberg
RIA NEWS FEB 23, 2009
FPA to help advisers choose best technology program

As market volatility persists, the Financial Planning Association has created a research program that is aimed to help advisers choose the best technology.

By Bloomberg