Adviser Curtis Smith doesn't have to worry about getting to the office; it comes to him.
A court ordered the Tokyo Stock Exchange Friday to pay 10.7 billion yen ($121 million) in damages to Mizuho Securities Co. Ltd. over massive losses in a botched transaction.
Advisers on the integrated-wealth-management platform at Envestnet Inc. — which services more than 650,000 investor accounts — now have access to a new set of retirement income tools called PlanHorizon.
A significant update to the popular financial planning program MoneyGuidePro was rolled out last week.
Today marks the start of another offensive in the war to attract and retain advisers through <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20090607/REG/306079968/1035&ht="" target="”_blank”" rel="noopener noreferrer">technology</a>.
Three months after the creation of Thomson Reuters, company executives are promising financial advisers that an improved platform is on the way.
A legion of intrepid financial advisers are twittering, linking in and in many other ways harnessing the power of the Internet to network socially in a bid to expand their practices.
SEC has unanimously approved a proposal that would require mutual funds to use computer tags to label key information about fees, performance and strategies.
Extensible business reporting language, or XBRL, is a language standard used to communicate business and financial information electronically.
No one can accuse Christopher Cox of being a neophyte when it comes to technology.
Financial advisers beware: All Roth IRA conversion calculators are not created equal.
In a move likely to be replicated by most exchanges, the Nasdaq OMX Group Inc. announced this week that it will begin providing real-time latency measurement to its customers.
Cabinet NG, a document management and workflow software maker, this week launched two new tools the company says are intended to expedite searches and better access documents in its filing system <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20080219/PHOTOGALLERY/804931245/1102/INTechnologyNews03"" target="”_blank”" rel="noopener noreferrer">CNG-Safe</a> (an acronym for Safe Access Filing Environment)
Advent Software Inc. this week introduced an index data service that allows advisers to download index performance data from Standard & Poor's and Russell Investments directly into Advent Portfolio Exchange, its integrated portfolio and client relationship management system.
Lord Abbett & Co. LLC has created a new website to provide financial advisers with direct acces to a range of information about the money management company's funds, as welll as broader financial information.
TD Ameritrade Institutional unveiled a tool last week that gives its business development efforts a technological boost.
Research In Motion Ltd., makers of BlackBerry smart phones, is encouraging users to upgrade to a new version of its BlackBerry Messenger application.
Cisco survey finds nation's businesses probably unprepared for working remotely in times of disaster
