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Web service for a trying time
Financial adviser Steven Mait was making a left turn in his Coral Springs, Fla., neighborhood last year when a convicted drug offender, driving under the influence of cocaine, oxycodone, morphine and five other drugs slammed into his car and ended his life.
A solution for financial advisers who are tired of client data entry
If Don Whalen had to make an elevator speech about his product, he would probably describe PreciseFP as a universal online form for client data entry.
AIG’s B-D network keeps its eye on technology
The AIG broker-dealer network, now called Advisor Group, has managed to invest in and enhance its technology, despite the turmoil surrounding its parent company, American International Group Inc.
Tech firms may be reform law’s beneficiary
With their day-to-day business practices likely to change as a result of the new financial-reform law, broker-dealers are scrambling to assess their technology preparedness.
Web tool’s promise: A way to find funds that are likely to succeed
A new tool that is marketed as being able to help identify the most likely mutual funds to outperform the market promises to stir up debate among both financial advisers and providers.
Website offers consumer reviews of advisers
Fabeetle.com, a website that allows clients to rate, review and research financial advisers, has the potential to become a third-party search and marketing hub for both consumers and advisers that one day could compete with Finra's BrokerCheck.
Whiz-bang trading reshapes the markets
Here is the bad news about ultrahigh-speed trading systems: Financial advisers and individual investors will never be able…
Bloomberg’s Launchpad offers cutting-edge data sharing
If imitation is the sincerest form of flattery, the folks at Bloomberg LP should be prepared for copycats.
Infrastructure initiative could help managed accounts
Over the years, the managed-account industry’s dream of rivaling the mutual fund business in size has been dashed…
New re-balancing solution cost-effective for smaller firms
A new entry in the re-balancing application area, TRX, may be what many small advisory firms are looking for as they seek to build efficient, scalable practices.
No fuss, no muss, but forget about freebies
Virtual worlds such as SimCity and Second Life have long provided an outlet for socializing, traveling — even…
A modular approach to re-balancing
Small advisory firms shopping for modestly priced portfolio re-balancing and trade order management software might want to look into Rebalance Express.
Before disaster strikes, test your recovery plan
Fortunately for financial adviser Robert Bolen, the recent floods that inundated Nashville, Tenn., skirted his office in suburban Brentwood.
New portfolio management software emerges to take on Advent, Schwab
Today marks the debut of FinFolio Workstation 2010, the first entirely new desktop portfolio management software for investment advisers launched in nearly a decade.
At boot camp, advisers learn social-media tools
Why 20 advisers shelled out $300 apiece in hopes of finding ways to use social-media in their respective businesses.
Making your systems more hacker-resistant
The SEC's Regulation S-P puts many advisers in a bind.
Presentation gadgets take a load off road warriors
After handling several technology presentations at industry events — where I was forced to haul my heavy laptop through airports so I could hook it into a bulky projector — I decided to look into lightweight alternatives.
<b>First Look:</b> The new Client 360 brings it all together
Central to Commonwealth's updated platform are householding and better tool integration
Can advisers’ dream of tech standard come true?
Advisers often tell me that they dream of the day when someone develops technology standards that allow the software programs used by advisers to work together and exchange data easily.
Advisers held hostage by portfolio systems
Advisers are being held captive by their portfolio management systems.
