Advisor News

Displaying 26690 results
OPINION JUN 13, 2008
Protect your clients by getting to know their children

By Bloomberg
FINTECH JUN 13, 2008
NYSE proposes modernizing rules

NYSE Euronext filed proposed rules meant to allow the institution to become more competitive and efficient.

By Bloomberg
FINTECH JUN 13, 2008
WealthStation 3.0, InfoStreet, SecurID 1100

SunGard Data Systems today released version 3.0 of its WealthStation wealth management platform.

By Bloomberg
FINTECH JUN 10, 2008
NYSE Euronext to partner with Progress

The exchange is attempting to provide its customers with complex event processing capabilities.

By Bloomberg
RETIREMENT PLANNING JUN 09, 2008
Advisers will need to master expanded products

Financial advisers face an array of challenges in the retirement market in the next decade.

By Bloomberg
FINTECH JUN 09, 2008
A single standard tops Your Silver Bullet's goals

Your Silver Bullet is creating a single standard on which members can base future software projects.

By Bloomberg
FINTECH JUN 09, 2008
Web regarded as most influential tech innovation

Advisers and the vendors serving them agree the Internet — first as a communication tool and later as home to numerous hosted applications — is the single most important technology innovation affecting the industry in the last decade.

By Bloomberg
FINTECH JUN 09, 2008
Wirehouse brokers faced many changes

Wirehouse brokers have had to respond to many changes in the industry in the past decade.

By Bloomberg
OPINION JUN 09, 2008
A warning light for fiduciaries

If there were a color-coded advisory system for fiduciaries, it now would stand at yellow, flashing “elevated risk.”

By Bloomberg
RETIREMENT PLANNING JUN 09, 2008
A turbulent decade for fund industry started off well

The mutual fund industry, buffeted by volatile markets, unprecedented scandals and new competition, has had a tough time over the past 10 years.

By Bloomberg
RETIREMENT PLANNING JUN 09, 2008
Advisers' role evolves as 401(k) plans come to dominate

During the past decade, 401(k) plans have elbowed defined benefit plans to become the primary retirement vehicle for most Americans.

By Bloomberg
RETIREMENT PLANNING JUN 09, 2008
Complex buyout deals spur need for advice

By Bloomberg
OPINION JUN 09, 2008
Past decade was traumatic for investors

The past decade, the first for <i>InvestmentNews</i>, has been a traumatic one for investors.

By Bloomberg
FINTECH JUN 09, 2008
Custodians morphed into multiservice companies

The custody business has evolved over the last decade.

By Bloomberg
OPINION JUN 09, 2008
How it all started for InvestmentNews

In the early 1990s, when I was in London, I ran across a weekly trade newspaper titled Money Marketing, aimed at British investment advisers.

By Bloomberg
INDEPENDENT BROKER DEALERS JUN 09, 2008
Indie biz model grows despite aggressive regulation

Over the past 10 years, the world of independent-contractor broker-dealers has been turned on its ear.

By Bloomberg
FINTECH JUN 09, 2008
Eyeing assets, custodians aim to help advisers grow

Competition is stiffening among firms that keep assets under custody &#8212; and that situation could lead to cheaper, faster and better business for independent registered investment advisers.

By Bloomberg
WIREHOUSES JUN 09, 2008
More talk, less trade seen on Wall Street

The big Wall Street firms have been talking a good game about offering advice, but how much worthwhile information will they actually provide in the next decade?

By Bloomberg
FINTECH JUN 09, 2008
Adviser software expected to speak the same language

The grandest prediction being made about financial adviser technology is that in the next few years, much of the industry's software will speak the same language.

By Bloomberg
FINTECH JUN 06, 2008
E*Trade mobil, Resolver One, Market-Q

E*Trade is wrapping up testing of its mobile platform, E*Trade Mobile Pro, for use on BlackBerry smart phones.

By Janowski Davis