Fintech

Displaying 4705 results
YOUR PRACTICE FINTECH NOV 01, 2007
Albridge to be acquired by PNC

The Albridge platform provides advisers with an aggregate view of their clients’ assets.

YOUR PRACTICE FINTECH OCT 29, 2007
Rogue trader Nick Leeson sings for software firms

Nick Leeson, the rogue derivatives trader whose fraudulent transactions brought down London's venerable Barings Bank, has a new gig.

YOUR PRACTICE FINTECH OCT 29, 2007
Fidelity to spend $50M on platform for advisers

Hoping to steal the thunder from archrival Charles Schwab & Co. Inc.'s annual gathering of advisers this week, Fidelity Investments last week unveiled plans to spend $50 million to develop a wealth management technology platform aimed at advisers.

YOUR PRACTICE FINTECH OCT 29, 2007
Solutions for retirement planning

There is no shortage of technology solutions to help with retirement planning. Some are comprehensive packages that do — or promise to do — many things; others are more modest in their goals.

YOUR PRACTICE FINTECH OCT 22, 2007
NPH offers 'virtual' assistants

National Planning Holdings Inc. has begun a program to hire and manage an in-house licensed and trained assistant.

YOUR PRACTICE FINTECH OCT 22, 2007
Two new tax tools are made available to financial advisers

Two new tax efficiency tools are available to help advisers in portfolio management, specifically with the complex decision making as-sociated with their clients' stock holdings.

YOUR PRACTICE FINTECH OCT 22, 2007
Advisers, analysts ponder another tech bust

With the third-quarter-earnings season in full swing, financial advisers and analysts are finding similarities between this technology boom and the previous one — and they can't help but wonder if another bust is on the horizon.

YOUR PRACTICE FINTECH OCT 22, 2007
Low-cost high-quality video calling comes of age

As we spoke, I could tell by the glint in his eye and his body language that Michael L. Weiss, chief executive of Frontier Financial Advisors LLC, is a helluva salesman. The fact that he was several miles away was just a technicality.

YOUR PRACTICE ALTERNATIVES OCT 19, 2007
Merrill rolls out platform for hedge funds

Merrill Lynch has launched an independent broker-neutral platform for its prime brokerage clients in the hedge fund industry.

YOUR PRACTICE FINTECH OCT 16, 2007
BATS available via SFTI

A subsidiary of NYSE Euronext announced that connectivity to the BATS market center is available via the Secure Financial Transaction Infrastructure.

YOUR PRACTICE FINTECH OCT 15, 2007
Advisers offered new rating yardstick

Financial advisers who are frustrated over perceived shortcomings in mutual-fund- rating systems soon will have a new prism through which to view funds.

YOUR PRACTICE FINTECH OCT 15, 2007
Schwab survey of advisers shows the path to growth

The financial advisers with the fastest-growing businesses aren't succeeding by accident.

YOUR PRACTICE FINTECH OCT 15, 2007
Time for second look at SMA platforms

Independent advisers who are interested in separately managed account platforms but have always thought they were too expensive may want to take a fresh look at what is out there today.

YOUR PRACTICE FINTECH OCT 15, 2007
Retirement income technology leaves much to be desired

For the most part, the current crop of software programs aimed at helping financial advisers manage their clients' assets through retirement fall short of their goals, according to a leading technology analyst.

YOUR PRACTICE FINTECH OCT 12, 2007
NetExchange and iPhone make connection

Perhsing's nvestment professionals using the software will now be able to access it on their Apple iPhone.

YOUR PRACTICE FINTECH OCT 11, 2007
Merrill to open tech center in Canada

Merrill Lynch will hire 250 people by the end of 2008 to staff a new technology center in Toronto.

YOUR PRACTICE FINTECH OCT 11, 2007
Pershing hooks up to iPhone

Pershing announced that its broker-dealer customers can now access its NetExchange Pro online account management platform on the Apple iPhone.

YOUR PRACTICE FINTECH OCT 10, 2007
Adhesion Technologies partners with CMC

Adhesion Technologies and Capital Market Consultants have teamed to offer pre-packaged model strategies.

YOUR PRACTICE FINTECH OCT 08, 2007
First Southwest to send platform via B-Ds

The clearing firm's B-Ds will provide consolidated performance reporting across all accounts.

YOUR PRACTICE FINTECH OCT 08, 2007
National database is in works

The Financial Industry Regulatory Authority is developing for mortgage brokers a national database similar to the Central Registration Depository.