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Janowski: How social media is growing in the IBD industry

August 1, 2013

Davis Janowski Technology Columnist, InvestmentNews

Janowski: What went wrong with BloombergBlack

August 1, 2013

Davis Janowski Technology Columnist, InvestmentNews

Janowski: Hybrid online advisory model could shake up the adviser community

August 1, 2013

Davis Janowski Technology Columnist, InvestmentNews

Raymond James launches software for advisers to build custom portfolios

July 30, 2013

Raymond James Financial Inc. is launching a new tool to make it easier for advisers to build custom portfolios on its platform. The new service, called the Portfolio Management Center (PMC) and administered by FolioDynamix, will allow advisers...

TD Institutional rolls out logo for approved providers

July 28, 2013

While many of us — in our consumer lives, anyway — find ourselves pretty logo-saturated, the same cannot be said for the typical adviser's professional life. But advisers, get ready. TD Ameritrade Institutional last week announced what I...

BloombergBlack shutting down

July 28, 2013

Less than three months after Bloomberg LP began testing its online wealth management business, BloombergBlack, it said last week that it is pulling the plug on the venture. BloombergBlack was slated to provide wealth management tools to the...

Thinking transition: Six technology questions all advisers should ask

July 26, 2013

When an advisor is considering a transition and comparing offers from multiple firms “technology” is often cited as a deciding factor and for good reason. A technology migration can often be one of the most time consuming portions of a move....

Where's my BloombergBlack?

July 26, 2013

As a colleague Andrew Osterland put it back in May, “An 800-pound gorilla is wading into the market for online investment management and financial advice.” He was referring to Bloomberg LP's venture into the online wealth management business,...

The Takeaway: As always, retail investors come late to the party

July 25, 2013

Portfolio Facebook's upside explosion boosts all those silly "social media" funds.  (Index Universe) Retail investors are up to their usual routine, shoveling money into equity funds now that the market is up 20% on the year.  (Street Talk...

Veo logo coming soon to an application near you

July 23, 2013

While many of us, in our consumer lives, anyway, find ourselves pretty logo-saturated, the same cannot be said for the typical adviser's professional life. But advisers, get ready. TD Ameritrade Institutional announced today what I suspect will...

Banks, brokerages creating mobile finance apps at a steady clip

July 22, 2013

Ah, the latest and greatest in mobile technology to grace the banking and brokerage world. That's the subject of a spiffy, if brief, new report from research and consulting firm Corporate Insight Inc. I will not steal all the firm's thunder...

AfterSteps helps advisers handle post-death tracking of accounts

July 21, 2013

AfterSteps Inc. has the potential one day soon to plug in to financial advisers' practices as an outsourced provider. The adviser version of the online platform will help with an often-touchy task: post-death tracking of a client's accounts...

Simple tool answers ultimate retirement question: Can I afford to retire?

July 21, 2013

Current and prospective clients have a lot in common. Most want to know if their existing savings and investment plan will put them on track to meet their financial goals. For many, their primary goal is a comfortable retirement. But creating...

As RJ signs on with Hearsay, Actiance rolls out multi-level review features

July 19, 2013

As social media has quickly become a cornerstone of low-cost customer outreach and marketing efforts, vendors selling tools for managing and meeting compliance requirements have had to adapt to the intricacies of this new way of doing business....

The Takeaway: Brace yourself for the biggest bankruptcy in history!

July 18, 2013

Portfolio Stock indexes hit record highs and yada yada yada, so boring.  (Reuters) 5 tips on doing better index investing.  (Rick Ferri) Twelve investing lessons from Daniel Kahneman.  (25iq) The Biz Hear that? It's your financial advisor...

YCharts: Bloomberg for the rest of us?

July 17, 2013

When it comes to getting real-time or near-real-time stock or other equity data there are two ends of the spectrum. At one end are free services, the best known and most-used of which is Yahoo! Finance and then at the other is having a Bloomberg...

Firms are getting 'social'

July 14, 2013

It appears that investment advisory firms increasingly are targeting their compliance efforts on the use of social media — an indication that efforts to ban the use of such programs have failed. A study released last Thursday shows that 83%...

15 power Tweeters every adviser should know

July 9, 2013

While there are many social media lists out there of people and businesses to follow on Twitter, InvestmentNews' own Power 20 "Power Tweeter" Michael Kitces, partner and director of research for Pinnacle Advisory Group and publisher of The Kitces...

How social-media platforms stack up for the advice business

July 7, 2013

Last month, I was on a panel with some of the industry's top social-media minds at Pershing's Insite conference in Hollywood, Fla. It was a great session. Yet, some of the best discussions were those that occurred after our presentation. As...

Electronic business cards help build client roster

July 7, 2013

Oxygen Financial Inc. founder and co-chief executive Ted Jenkin doesn't have business cards. When prospective clients ask him for one, he directs them to text 90210 with “TedJ” in the body of the message, and the prospects will quickly receive...

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