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TD Ameritrade Tech Summit: Identifying the industry’s ‘game-changers’
At TD Ameritrade's fifth annual forum of top tech thinkers and leaders, innovators and innovations are identified for changing the future of the wealth management business.
9 apps to make you even smarter with money
These web sites use lessons from behavioral finance to help you invest, meet your goals, and even reduce your power bills.
Schwab turns to mobile app for electronic authorization
“We think of it as a bit of a game changer,” said Neesha Hathi, senior vice president of Advisor Technology Solutions at Schwab.
IBM’s Watson makes the jump from Jeopardy to financial planning
Supercomputer can sort through vast amounts of information, giving advisers more time with clients.
BondDesk forms partnership with rival Trade West Systems
Even big name bond advocates like A. Gary Shilling or Robert Arnott would have difficulty arguing that bond market performance over the last 30 or 40 years was likely to repeat itself.
RIAs with integrated technology = higher revenue: Survey
Integrated technology leaves firms more time for client-interfacing activities and prospecting, not to mention makes them far more efficient.
Advisor Software rolls out iPad app for consumers
Joining the profusion of consumer financial applications out for the iPad today is Advisor Software Inc.
Web savvy boosts client trust level
Not surprisingly, investors are becoming more adept at using technology to manage their finances and evaluate investment-related information
A different approach to high-tech planning
Providing scalable high-tech, high-touch financial advice to the mass affluent has been a goal of adviser entrepreneurs since the days of MS-DOS. While the technology and knowledge certainly exist to make it happen, doing so successfully and profitably thus far has been elusive.
Roth resources: Financial planning software
Version 2.2 of the popular financial-planning software was introduced in November. The application has several new features, including an internal Roth IRA conversion feature as well as a stand-alone Roth IRA conversion calculator that can be used by financial advisers who need to create financial plans for clients and prospects.
Roth conversion tools: Custodial offerings
Fidelity Investments introduced a free online Roth IRA conversion calculator last month to both its independent registered investment advisers and the broker-dealer clients that clear through National Financial Services LLC.
Roth conversion tools: Free resources
Earlier in the year I asked a regular source of mine, H. Jude Boudreaux, director of financial planning at Bellingrath Wealth Management, to “test drive” four different free calculators available on the Internet.
TD Ameritrade’s new online tool reaches out to breakaways
TD Ameritrade Institutional today will take the wraps off a new web-based tool designed to help potential breakaway brokers decide whether to join or start a registered investment advisory firm.
Windows 7: What advisers need to know
Microsoft's latest operating system will become available to advisers and the rest of the world Oct. 22. The system will grace the shelves of retailers in all its shrink-wrapped glory, but most folks will be buying it pre-installed on new desktop or laptop PCs. Experts believe that the buy-it-installed route is the way most users,
Quants at SSgA unit trying a new spin
State Street Global Advisors Inc. is developing new quantitative models that don't go strictly by the numbers.
PriceWaterhouse seals Van Kampen site with a kiss
Van Kampen Funds Inc. became the first mutual fund company to have its website awarded the PricewaterhouseCoopers BetterWeb seal of approval, while several others are in the process of getting their own BetterWeb seals.
