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.
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.
E*Trade is wrapping up testing of its mobile platform, E*Trade Mobile Pro, for use on BlackBerry smart phones.
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.
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.
Ethanol, wind farms and other green technology might prove more beneficial to the environment than to investors.
Laserfiche, an electronic-document-management system firm, announced this the latest version of its software.
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.
BlackRock Inc. has hired Craig Phillips to head its financial markets advisory group, a unit of BlackRock Solutions.
The document-management unit of Compulink Management Center has announced the release of Laserfiche 8.
RBC is struggling to get the bugs out of its new technology platform.
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.
A portfolio modeling and rebalancing tool is being built into an upcoming Fidelity WealthCentral Platform.
A hypothetical adviser I'll call Jim French was excited to implement new financial planning software his firm had introduced.
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.
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.
Backing up computer files is a vital but tedious way to protect a financial practice.
Brokerage firms can use the tool to determine the extent to which manual tasks can be automated.
Advisers in the market for customer relationship management tools and aware of the popularity of giant Salesforce.com might be interested in examining XLR8 (pronounced "accelerate").
