Fintech

Displaying 4724 results
YOUR PRACTICE FINTECH JUL 23, 2007
Neovest offers trading tools

In wake of the BoNY-Mellon merger, third-party trading technology has been made available to assist customers of Pershing.

By Bloomberg
YOUR PRACTICE FINTECH JUL 23, 2007
NASDAQ rolls out online widgets

The Nasdaq Stock Market Inc. will make a wide range of its data tools available via the Web.

By Bloomberg
YOUR PRACTICE FINTECH JUL 19, 2007
Pentegra teams up with BISYS

Another partnership has been formed in preparation for impending boomer retirement rush.

By Bloomberg
YOUR PRACTICE FINTECH JUL 19, 2007
Award highlights WiMAX investment

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.

By Bloomberg
YOUR PRACTICE FINTECH JUL 13, 2007
Albridge rolls out new calculation choices

Advisers can now produce on-the-fly internal rate of return and daily time weighted return rates of return for their clients.

By Bloomberg
YOUR PRACTICE FINTECH JUL 05, 2007
More fund companies to offer 130/30s

By Bloomberg
YOUR PRACTICE FINTECH JUN 25, 2007
SROs issue electronic-communications guidance

IRVINE, Calif. — NASD and the New York Stock Exchange this month released long-awaited guidance to brokerage firms on how to supervise electronic communications.

By Bloomberg
YOUR PRACTICE FINTECH JUN 18, 2007
Bradley on hot seat at TD Ameritrade

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.

By Bloomberg
YOUR PRACTICE FINTECH MAY 14, 2007
Schwab cuts PortfolioCenter price

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.

By Bloomberg
YOUR PRACTICE FINTECH MAY 03, 2007
Association debuts benchmarking tool

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.

By Bloomberg
YOUR PRACTICE FINTECH APR 23, 2007
Googling for financial advisers

The owners of the world’s largest search engine are taking dead aim at Yahoo! Finance, and many financial advisers are taking notice.

By Bloomberg
YOUR PRACTICE FINTECH APR 23, 2007
For advisers, failing to plan is planning to fail

WASHINGTON — Financial advice professionals who routinely log 60-hour workweeks may be spinning their wheels, a new report suggests.

By Bloomberg
YOUR PRACTICE FINTECH APR 09, 2007
ICE to inaugurate New York trading floor

IntercontinentalExchange Inc. will open a trading center in New York's World Financial Center on April 12 to serve qualified professional traders.

By Bloomberg
YOUR PRACTICE FINTECH APR 09, 2007
Fundamental differences over Schwab funds

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.

By Bloomberg
YOUR PRACTICE FINTECH APR 02, 2007
IT spending on rise at financial services firms, survey shows

In an effort to connect better with customers, financial services companies of all stripes are spending more on information technology, according to one analyst.

By Bloomberg
YOUR PRACTICE RIAS APR 02, 2007
Sun shines on RIAs, and product makers bask in the glow

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.

By Bloomberg
YOUR PRACTICE FINTECH MAR 26, 2007
Advent Software faces competition

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.

By Bloomberg
YOUR PRACTICE RIAS FEB 26, 2007
Thomson expands push into wealth management

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.

By Bloomberg
YOUR PRACTICE FINTECH FEB 26, 2007
Vanguard adds online offerings aimed at advisers

PHILADELPHIA — As part of its ongoing efforts to appeal to financial advisers, The Vanguard Group Inc. has added several features to its adviser website.

By Bloomberg
YOUR PRACTICE FINTECH FEB 19, 2007
Canadian SRO pressuring gadfly on complaint data

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.

By Bloomberg