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.
The latest versions of eMoney 360 and eMoney 360Pro have been released by eMoney Advisor.
The National Endowment for Financial Education is launching a new website specifically aimed at helping individual investors design their own customized retirement income plans.
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.
Internet Explorer 8 is unveiled and ING launches online comparison tool designed for retirement planning.
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.
Advent Software Inc., a software and services provider to investment managers, has launched a new version of Tamale RMS, which centralizes data.
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.
Adhesion Wealth Advisor Solutions has upgraded its WealthADV Unified Managed Account platform, while Fla. vendor unveils report creation software
While financial planning software has helped streamline operations, experts encourage advisers to keep the client experience in mind.
