Fintech

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YOUR PRACTICE FINTECH JUN 09, 2008
Wirehouse brokers faced many changes

Wirehouse brokers have had to respond to many changes in the industry in the past decade.

YOUR PRACTICE RETIREMENT PLANNING JUN 09, 2008
A turbulent decade for fund industry started off well

The mutual fund industry, buffeted by volatile markets, unprecedented scandals and new competition, has had a tough time over the past 10 years.

YOUR PRACTICE FINTECH JUN 09, 2008
Custodians morphed into multiservice companies

The custody business has evolved over the last decade.

YOUR PRACTICE FINTECH JUN 09, 2008
Eyeing assets, custodians aim to help advisers grow

Competition is stiffening among firms that keep assets under custody — and that situation could lead to cheaper, faster and better business for independent registered investment advisers.

YOUR PRACTICE FINTECH JUN 09, 2008
Adviser software expected to speak the same language

The grandest prediction being made about financial adviser technology is that in the next few years, much of the industry's software will speak the same language.

YOUR PRACTICE FINTECH JUN 06, 2008
E*Trade mobil, Resolver One, Market-Q

E*Trade is wrapping up testing of its mobile platform, E*Trade Mobile Pro, for use on BlackBerry smart phones.

YOUR PRACTICE FINTECH JUN 02, 2008
Pershing offers document managementc

Pershing LLC subsidiary iNautix LLC on Wednesday will introduce a next-generation document management solution geared toward introducing broker-dealers, investment professionals and independent registered investment advisers.

YOUR PRACTICE FINTECH JUN 02, 2008
Investing in technology during downturns

On a recent cross-country flight, I sat next to a gentleman employed by a large technology consulting firm that assists Fortune 100 companies in implementing multimillion-dollar systems.

YOUR PRACTICE FINTECH JUN 02, 2008
Environmental investing could be in the 'early stages' of a bubble

Ethanol, wind farms and other green technology might prove more beneficial to the environment than to investors.

YOUR PRACTICE FINTECH MAY 30, 2008
Laserfiche8, Cheshire, and archival docs

Laserfiche, an electronic-document-management system firm, announced this the latest version of its software.

YOUR PRACTICE FINTECH MAY 26, 2008
Transamerica Financial Advisers rolls out paperless system

Independent broker-dealer Transamerica Financial Advisers Inc. is rolling out a soup-to-nuts paperless document management and e-signature system called TFA Synergy, and some advisers who have used it report that it saves time dramatically.

YOUR PRACTICE ALTERNATIVES MAY 22, 2008
BlackRock recruits exec

BlackRock Inc. has hired Craig Phillips to head its financial markets advisory group, a unit of BlackRock Solutions.

YOUR PRACTICE FINTECH MAY 16, 2008
Laserfiche, EZ Data and EMSI

The document-management unit of Compulink Management Center has announced the release of Laserfiche 8.

YOUR PRACTICE FINTECH MAY 12, 2008
RBC continues to struggle with new tech platform

RBC is struggling to get the bugs out of its new technology platform.

YOUR PRACTICE FINTECH MAY 12, 2008
SEC chief to unveil data-reporting plan

YOUR PRACTICE FINTECH MAY 12, 2008
Boulevard R offers actionable financial plans

BoulevardR.com, an interactive website that has been used primarily as a tool for retirement planning, is launching a three-step process that provides an actionable financial plan prepared by a financial planner for $49.

YOUR PRACTICE FINTECH MAY 09, 2008
Fidelity platform on schedule; Eagle upgrades

A portfolio modeling and rebalancing tool is being built into an upcoming Fidelity WealthCentral Platform.

YOUR PRACTICE FINTECH MAY 05, 2008
Implement software carefully

A hypothetical adviser I'll call Jim French was excited to implement new financial planning software his firm had introduced.

LPL offers new custody service
YOUR PRACTICE FINTECH MAY 05, 2008
LPL offers new custody service

The largest IDB will allow RIAs to hold fee-based assets with outside custodians; it's also rolling out its own custody platform for RIAs later this year.

YOUR PRACTICE FINTECH MAY 05, 2008
Firms rush to go 'paperless,' saving money, time, trees

Most everyone in the financial industry wants to move from paper to electronic documents, but firms that have rolled out systems to do so — and the broker-dealers providing technical assistance — agree that it will take one to three years to recoup the investment of capital in hardware, in software, and in the time needed to train staff and integrate the new systems into firms' work flow.