Schwab Performance Technologies has entered into an agreement to acquire Etelligent Consulting Inc.
The Hartford announced plans today to acquire TopNoggin, a technology firm based in Powell, Ohio.
Advisers thinking about treating themselves this holiday season to new office PCs running Microsoft Vista should think twice: Only a tiny fraction of an adviser's core professional software is likely to be Microsoft Vista-compatible.
NorthStar Systems has rolled out a wealth management platform that includes a suite of services building on the company's many individual offerings.
Advisers have a new, largely undiscovered and relatively inexpensive online database for prospecting for wealthy clients or for researching the giving habits of those they already have.
The technology-solutions provider has completed its $4.4 billion cash acquisition of CheckFree.
While spending on technology in the financial-services sector won't reach double-digit growth next year, it's likely to outpace growth in spending by many other big sector groups.
When computers manage the portfolio, the first challenge is often preventing the human brain from getting in the way.
Standard & Poor's MarketScope Advisor is a beautifully designed, intuitive online application that is meant to serve as a financial adviser's central source of real-time stock analysis, equity research, strategic asset allocation guidance and market commentary.
Charts displaying stock market activity or detailed stock analysis are common on investment or brokerage websites — an embedded music player would seem out of place.
A "nightmare" is how Shami Kaur, an adviser and certified financial planner with SK Financial Alliance in Cedar Knolls, N.J., describes dealing with cost basis issues and their tax ramifications.
While The PNC Financial Services Group's announcement last week that it is set to acquire Albridge Solutions Inc. was applauded by many in the financial advisory industry, some raised concerns that the planned merger might prove less than a panacea.
In about a decade, when a significant number of baby boomers have retired, there will be a new market for financial advice.
Financial advisers who attended the annual Schwab IMPACT conference last week in Las Vegas had a chance to preview an updated version of PortfolioCenter.
A unified managed account platform that gives advisers greater latitude in customizing portfolios for clients is being introduced today by ADVISORport, the UMA platform service of Wilmington, Del.-based PFPC Worldwide Inc.
The Albridge platform provides advisers with an aggregate view of their clients’ assets.
Nick Leeson, the rogue derivatives trader whose fraudulent transactions brought down London's venerable Barings Bank, has a new gig.
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.
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.
