Fintech

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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
FINTECH FEB 22, 2009
Technology simplifies retirement-account tax management

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

By Bloomberg
FINTECH FEB 20, 2009
ACS Compliance Solutions, AdviceAmerica

Automated Compliance Solutions has unveiled compliance software for brokers, and AdviceAmerica Inc. has released a client relationship management solution.

By Bloomberg
FINTECH FEB 18, 2009
High-tech tool for retirement income withdrawals

By Bloomberg
FINTECH FEB 15, 2009
Envestnet targets hybrid brokers

The steady migration of independent brokers to a fee-based model has created a large universe of advisers whose revenue is a mix of fees and commissions.

By Bloomberg
FINTECH FEB 13, 2009
RolloverSystems; SunGard

RolloverSystems has made WealthConnect, an education and financial planning tool, available to clients.

By Bloomberg