In wake of the BoNY-Mellon merger, third-party trading technology has been made available to assist customers of Pershing.
The Nasdaq Stock Market Inc. will make a wide range of its data tools available via the Web.
Another partnership has been formed in preparation for impending boomer retirement rush.
Aperto Networks has been named as the Top WiMAX Company in India by VOICE&DATA magazine in its latest annual survey of multiple technology sectors in India.
Advisers can now produce on-the-fly internal rate of return and daily time weighted return rates of return for their clients.
IRVINE, Calif. — NASD and the New York Stock Exchange this month released long-awaited guidance to brokerage firms on how to supervise electronic communications.
J. Thomas Bradley Jr., president of TD Ameritrade Institutional, is feeling the heat from financial advisers as he tries to balance their concerns and the demands of his parent firm, TD Ameritrade Holding Corp., to continue to increase assets.
SAN FRANCISCO — Schwab Performance Technologies Inc. is waiving the $10,000 license charge for its PortfolioCenter portfolio accounting software for advisers with 50 or fewer accounts.
The National Association of Personal Financial Advisors has launched a new benchmarking tool that will help advisers measure their practices against those of fellow NAPFA members.
The owners of the world’s largest search engine are taking dead aim at Yahoo! Finance, and many financial advisers are taking notice.
WASHINGTON — Financial advice professionals who routinely log 60-hour workweeks may be spinning their wheels, a new report suggests.
IntercontinentalExchange Inc. will open a trading center in New York's World Financial Center on April 12 to serve qualified professional traders.
Charles R. Schwab last week called the fundamental indexes underlying his company’s three newest mutual funds “a better mousetrap,” but The Vanguard Group Inc. and Barclays Global Investors smell a rat.
In an effort to connect better with customers, financial services companies of all stripes are spending more on information technology, according to one analyst.
SAN FRANCISCO — The days when registered investment advisers could remain as cloistered and mysterious to outsiders as a John Grisham-style law firm may be drawing to a close.
Seizing an opportunity to exploit the perceived integration problems of Advent Software Inc.’s offerings to financial advisers, 19 technology companies have formed YourSilverBullet.net.
SAN FRANCISCO — Thomson Financial’s recent acquisition of a Belgian software company is a clear indication of its desire to appeal to higher-end financial advisers, analysts say.
PHILADELPHIA — As part of its ongoing efforts to appeal to financial advisers, The Vanguard Group Inc. has added several features to its adviser website.
OTTAWA — A tussle has erupted over what to do with complaints against more than 2,000 brokers that the Investment Dealers Association of Canada inadvertently posted on its website.
