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Clients want better technology — even if advisers don't think so

June 6, 2012

Appearances matter — particularly when it comes to online experiences. Executives at Pershing LLC's annual INSITE conference in Hollywood, Fla., gave advisers details of technology changes the firm is rolling out this year. Those changes will...

Getting referrals gets easier with Retire Logix, PlannerSearch hookup

May 23, 2012

Retire Logix, a slick retirement planning application for mobile devices I wrote about last year when it came out on the iPhone, is now going to link to the Financial Planning Association's PlannerSearch service. It sounds like a great point...

Advisers say iPad makes them more efficient

May 2, 2012

Financial advisers are finding themselves hooked on Apple Inc.'s iPad because of certain applications that they say boost their business productivity and help in client meetings. For advisers who have invested in the tablet, it has become the...

Envestnet completes Tamarac acquisition

May 2, 2012

Envestnet Inc. announced Monday that it had completed its $54 million acquisition of Tamarac Inc. The deal was made public in February. While unexpected by most industry experts, the acquisition was viewed as one with great potential, especially...

New website promises investors a peek at prices

May 1, 2012

An investor website is promising to give clients their first clear look under the hood of their brokerage accounts to see whether they are getting a good deal for the prices that they pay. Portfolio-tracking provider Wikinvest will introduce...

SEC upping the ante with new, more sophisticated technology: Schapiro

March 20, 2012

The Securities and Exchange Commission is continuing to beef up and streamline its technology, adding new systems to track and catch fraudsters and other financial miscreants. That’s according to Mary Schapiro, chairman of the SEC. She made...

First step in tech overhaul? Post-it notes

March 5, 2012

Information technology can help advisory firms improve their business, but even leading-edge firms still need help from old-school aids such as Post-It notes and whiteboards. “Great technology won't make advisory firms more profitable unless...

This iPad app can reduce your tax bill

March 2, 2012

Just in time for the 2012 tax season: Filers can now use their iPads to help limit the Internal Revenue Service's take. How? By taking a picture of a check and then depositing it electronically into their Fidelity Investments IRA up to the close...

Schwab offers more details about Intelligent Integration, other tech projects

October 27, 2010

The Charles Schwab Corp. made several technology announcements this morning at its annual Impact conference in Boston. Among them: availability of Version 5.0 of Schwab's PortfolioCenter software and a major integration with third-party provider...

Fidelity to integrate WealthCentral with BlueSky portfolio management

September 23, 2010

Fidelity Investments today announced the latest addition to its WealthCentral platform for financial advisers: Black Diamond Performance Reporting. Black Diamond will be integrating its BlueSky portfolio management and reporting system with...

FPA releases detailed study of CRM software

February 3, 2010

The Financial Planning Association is expected today to unveil a major research study on customer relationship management. ActiFi Inc., a financial services technology consulting firm, partnered with FPA in completing the 85 page comparative...

Hamilton Software offers early retirement planner

December 1, 2009

Hamilton Software Inc. has released Nest Egg Early Retirement Pro, a standalone downloadable program designed to assist users — knowledgeable individual investors and advisers alike — in planning specifically for the goal of early retirement....

Self-service account aggregation from CashEdge; Financial application for the Droid

November 6, 2009

Self-service account aggregation launched by CashEdge CashEdge Inc. is now making its AllData Advisor account aggregation service available to financial advisers via a self-service online subscription. Tom Roberts, senior vice president and...

Virtual adviser to the mass affluent gets a little more sophisticated

September 29, 2009

Back in May, we introduced you to Sophie, SimpliFi's free virtual financial planner. Well, Sophie's grown up since then. As of today, she's gotten a lot more sophisticated, at least for the customers of financial institutions such as credit...

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