Displaying 239 results
OppenheimerFunds rolls out Global Tracker, an app for iPad and Android tablets
OppenheimerFunds Inc. today announced the launch of its free Global Tracker application for tablets. And of course,…
Smarsh unveils archiving product
Smarsh Inc. last week introduced a companion to its well-known e-mail-archiving service, used by many registered investment advisers…
Hopes for Tamarac deal: A ‘one-stop portal’ for front and back offices
Schwab Advisor Services said last week that Tamarac will be the latest “selected participant” to be added to…
Personal Capital launches iPhone app
Financial advisers should take note of the iPhone application that Personal Capital Technology Corp. launched last week.
Social media is evolving by the day
Facebook's new Timeline interface serves as a potent reminder both to the registered investment advisory world and firms…
<b>Davis Janowski</b>: Sometimes one is better than two
Developers of computer technology strive to simplify tasks or increase efficiency, but all too often, they make things…
Scottrade bets on tech for growth
Six-year-old Scottrade Advisor Services has hit a milestone: 1,000 registered investment advisory firms now use its custody services.
Generating leads online for advisers
Financial advisers often ask if there is a single good piece of prospecting technology.
A better way to manage business cards
LinkedIn just rolled out CardMunch Version 3.0, available for the iPhone, which converts the information printed on a business card into digital form and links it to the card giver's LinkedIn profile
A tool to benchmark fees, pricing
Taking a peek at what the competition is doing may have just become a little easier. Hybrid…
These tech tools know how to take annuities into account
The question that nags at the back of many investors’ minds — “Do I have enough for retirement?”…
Tech events held by T3, FPA Business Solutions redundant
Having attended the Technology Tools for Today and FPA Business Solutions conferences for several years, and served on the latter's business task force for the past four, I have come to the conclusion that the two events overlap.
Fidelity’s online dashboard is loaded
Last week, while Fidelity Institutional Wealth Services representatives talked about the results of their recently completed RIA benchmark survey, I just wanted them to skip ahead and discuss the online adviser dashboard.
A wealth of online tools
In addition to the tools offered by financial companies that market directly to investors — brokerage firms such…
A lesson from an adviser cybervictim
My recent column regarding what financial advisers should and shouldn’t do to protect clients from cybercrime prompted strong…
Welcoming the latest version of Junxure and a new data tool
Last week, CRM Software Inc. rolled out version 9.2 of Junxure to advisers and made significant updates to…
Here’s what financial advisers should do (and not do) to protect clients from cybercrime
Like it or not, financial advisers are now on the front lines in the war against cybercrime.
Another tool to help re-balance the books
Nine years ago, adviser Rich Chambers got frustrated.
Jumping on Salesforce bandwagon
The Salesforce bandwagon is filling up. Advisor Group, a large independent-broker-dealer network, will roll out Salesforce.com to…
Teaching financial skills to clients’ kids
Welcome to the New Year. The annual surge in gift giving and receiving — and returning — is behind us, which means that many of the children and grandchildren of your clients are sitting with more money than they had a month ago.
