Displaying 4486 results
Scivantage acquires Portfolio Director to bolster performance reporting
Services to be offered to advisers but retail investors will get access eventually.
AfterSteps helps advisers handle post-death tracking of accounts
Can help bridge gap between advisers and clients' children.
BloombergBlack shutting down
Online wealth management tools to DIY mass-affluent investment crowd doesn't get off the ground.
TD Institutional rolls out logo for approved providers
While many of us — in our consumer lives, anyway — find ourselves pretty logo-saturated, the same cannot…
As RJ signs on with Hearsay, Actiance rolls out multi-level review features
Social media marketing, sales, archiving and compliance continue to be hot areas of tech development.
Envestnet levering HiddenLevers onto its platform
One piece of a larger business intelligence initiative the firm is building out for advisers
Fascinating algorithms: Quantopian brings black-box trading to the masses
Quantopian, a new service for those that know how to do the math but lack the infrastructure and data
Rebalancing application meets economic analytics program
This is the sort of integration that gets me excited. Two scrappy, small providers of technology for…
Veo users now can go macro easily
An interesting startup that I have written about, HiddenLevers.com (March 28, 2011),…
J.P. Morgan is latest to start trading paper for electrons
Trading in paper for electrons — that is what J.P. Morgan Asset Management has done with its “Guide…
iPad tool provides stock research
Chaikin Analytics for iPad, an easy-to-use equities research tool for advisers
HTML5 & AllianceBernstein’s iPad app
I promised a blog post that expanded on some of the threads I began in my…
<b>The Takeaway:</b> Brace yourself for the biggest bankruptcy in history!
Portfolio Stock indexes hit record highs and yada yada yada, so boring. (Reuters) 5…
Actiance introduces latest version of Vantage
The firm's flagship communications and social media monitoring and compliance platform provides more support for unified communications options.
<b>The Takeaway:</b> Buffett and Goldman, sittin’ in a tree…
Portfolio Buffett back into a gigantic slug of Goldman Sachs stock. (Bloomberg) Joe Lavorgna…
Firms are getting ‘social’
It appears that investment advisory firms increasingly are targeting their compliance efforts on the use of social media…
How social-media platforms stack up for the advice business
Which social-media platform works best for advisers? Kristin Andree evaluates the big five.
Some secrets of social networking pros
Secrets to social media success tailored to financial advisers, straight from the experts. Be ready to make a time commitment, apply your smarts and provide valued content.
More advisers staying in touch with clients by tweeting
Social media replacing email as communications tool as inboxes flood with junk.
Black Diamond now fully integrated with Schwab OpenView Gateway
Portfolio management, reporting and rebalancing platform is generally available.
