Fintech

Displaying 4745 results
YOUR PRACTICE FINTECH NOV 14, 2008
EMoney Advisor integrates with Redtail CRM

EMoney Advisor produces the eMoney 360 and 360Pro wealth- and goal-planning applications used by financial advisers, while Redtail provides a popular web-based client relationship management application intended for advisers.

By Bloomberg
YOUR PRACTICE FINTECH NOV 09, 2008
Crashes at clearing firms sidelined brokers in Sept.

Once again, it is about the plumbing.

By Bloomberg
YOUR PRACTICE FINTECH NOV 09, 2008
Tech spending to rise despite economic woes

Financial services companies continue to increase their technology spending despite rocky markets and an anemic economy.

By Bloomberg
YOUR PRACTICE FINTECH NOV 07, 2008
Managed-account standards attract converts; SEC completes taxonomies

UBS Financial and two units of CitiGroup Inc. adopt DTCC's standards-based managed-account system. SEC complees taxonomies for fund prospectuses.

By Bloomberg
YOUR PRACTICE FINTECH NOV 02, 2008
Most advisers prefer working for a national firm

Seven in 10 financial advisers prefer working for a nationally recognized company over an independent advisory firm, according to a yet-to-be-released survey.

By Bloomberg
YOUR PRACTICE FINTECH NOV 02, 2008
Tech-savvy indies a draw for some advisers

Advisers tell me that broker-dealers are not created equal when it comes to technology support.

By Bloomberg
YOUR PRACTICE FINTECH NOV 02, 2008
SEC and Finra differ from states on personal data encryption

National and state securities regulators disagree over the use of encryption in storing and communicating client information.

By Bloomberg
YOUR PRACTICE FINTECH OCT 31, 2008
TD Ameritrade Roadmap, Microsoft goes online

This week TD Ameritrade Institutional announced Roadmap, an online tool that is available on its Veo adviser platform.

By Bloomberg
YOUR PRACTICE FINTECH OCT 26, 2008
Indie B-Ds, asset managers look to Wall Street for techies

Amid the failures and mergers on Wall Street, there is at least one silver lining for independent broker-dealers and smaller asset managers.

By Bloomberg
YOUR PRACTICE FINTECH OCT 24, 2008
Schwab upgrades; TD Ameritrade offers deal

Charles Schwab has upgraded its online trading system, and TD Ameritrade Institutional is offering advisers preferred pricing for donor-advised funds

By Bloomberg
YOUR PRACTICE FINTECH OCT 21, 2008
Go forth and blog, advisers urged

Independent financial planners are poised to “own” the personal finance market, but that is partly contingent on advisers getting up to speed and becoming more comfortable with the Internet and blogging technology.

By Bloomberg
YOUR PRACTICE FINTECH OCT 19, 2008
Independent BDs, asset managers look to Wall Street for techies

Amid the failures and mergers on Wall Street, there is at least one silver lining for independent broker dealers and smaller asset managers.

By Bloomberg
YOUR PRACTICE FINTECH OCT 17, 2008
Schwab website crashes, thwarting advisers

Advisers were denied access to the San Francisco-based Schwab Institutional website, which allows them to input client orders and check accounts and transaction histories, for about one hour, Schwab spokeswoman Alison Wertheim said.

By Bloomberg
YOUR PRACTICE FINTECH OCT 17, 2008
iTunes provides info for advisers

Why download music when you could instead be listening to a market outlook forecast from MFS Investment Management?

By Bloomberg
YOUR PRACTICE FINTECH OCT 12, 2008
No clear winners or losers in software showdown

About 300 financial advisers packed the meeting room for the Financial Planning Software Show-down during the Financial Planning Association's national conference in Boston last week.

By Bloomberg
YOUR PRACTICE FINTECH OCT 12, 2008
BofA brokers set to get updated workstations

From a technology standpoint, brokers at Bank of America Corp. are sitting pretty.

By Bloomberg
YOUR PRACTICE FINTECH OCT 10, 2008
Asset gathering made easier

New software examines patterns and modeling activities across a broker-dealer’s book of business.

By Bloomberg
YOUR PRACTICE FINTECH OCT 06, 2008
BofA brokers set to get updated workstations

By MFXFeeder
YOUR PRACTICE FINTECH OCT 03, 2008
Advent closes deal with Tamale

Advent Software completes acquisition of Tamale Software, and Minuteman Advisor Services offers an online portfolio rebalancing platform.

By Bloomberg
YOUR PRACTICE FINTECH SEP 28, 2008
Advisers greet a financial 'Facebook'

Spencer Green didn't anticipate the current financial crisis when he created MeettheBoss.com, but Wall Street's problems may help the new networking site take off.

By Bloomberg