Your Practice

Displaying 13190 results
FINTECH DEC 04, 2007
Fiserv finalizes CheckFree acquisition

The technology-solutions provider has completed its $4.4 billion cash acquisition of CheckFree.

By Bloomberg
FINTECH DEC 03, 2007
Industry IT spending may outpace others'

While spending on technology in the financial-services sector won't reach double-digit growth next year, it's likely to outpace growth in spending by many other big sector groups.

By Bloomberg
FINTECH DEC 03, 2007
Man vs. machine

When computers manage the portfolio, the first challenge is often preventing the human brain from getting in the way.

By Bloomberg
FINTECH DEC 03, 2007
S&P has high hopes for MarketScope Advisor

Standard & Poor's MarketScope Advisor is a beautifully designed, intuitive online application that is meant to serve as a financial adviser's central source of real-time stock analysis, equity research, strategic asset allocation guidance and market commentary.

By Bloomberg
PRACTICE MANAGEMENT DEC 03, 2007
SEC scrutinizes firms' use of 'off the shelf' compliance

By Bloomberg
FINTECH NOV 26, 2007
At quirky Thrasher, investors can pick stocks and groove to the music

Charts displaying stock market activity or detailed stock analysis are common on investment or brokerage websites — an embedded music player would seem out of place.

By Bloomberg
WOMEN ADVISOR COMMUNITY NOV 14, 2007
Diversity efforts bearing fruit, says SIFMA

Race and gender diversity at financial firms has improved but has remained static for the past two years, a SIFMA report showed.

By Bloomberg
FINTECH NOV 12, 2007
Are you ready for cost basis reporting?

A "nightmare" is how Shami Kaur, an adviser and certified financial planner with SK Financial Alliance in Cedar Knolls, N.J., describes dealing with cost basis issues and their tax ramifications.

By Investment News Team
FINTECH NOV 05, 2007
PNC's deal for Albridge raising some concerns

While The PNC Financial Services Group's announcement last week that it is set to acquire Albridge Solutions Inc. was applauded by many in the financial advisory industry, some raised concerns that the planned merger might prove less than a panacea.

By Bloomberg
FINTECH NOV 05, 2007
Retirement of boomers will create market for advisers

In about a decade, when a significant number of baby boomers have retired, there will be a new market for financial advice.

By Bloomberg
FINTECH NOV 05, 2007
Schwab's updated PortfolioCenter promises better reporting

Financial advisers who attended the annual Schwab IMPACT conference last week in Las Vegas had a chance to preview an updated version of PortfolioCenter.

By Bloomberg
FINTECH NOV 05, 2007
UMA platform gives advisers greater choice, firm contends

A unified managed account platform that gives advisers greater latitude in customizing portfolios for clients is being introduced today by ADVISORport, the UMA platform service of Wilmington, Del.-based PFPC Worldwide Inc.

By Bloomberg
FINTECH NOV 02, 2007
Tech Bits

S&P rolls out a new online service, MarketScope Advisor, and Skype, Logitech, and Intel team up on video calling.

By Bloomberg
FINTECH NOV 01, 2007
Albridge to be acquired by PNC

The Albridge platform provides advisers with an aggregate view of their clients’ assets.

By Bloomberg
FINTECH OCT 29, 2007
Rogue trader Nick Leeson sings for software firms

Nick Leeson, the rogue derivatives trader whose fraudulent transactions brought down London's venerable Barings Bank, has a new gig.

By Bloomberg
PRACTICE MANAGEMENT OCT 29, 2007
Helping clients plan for succession

In the rush of day-to-day activity, financial advisers who are fortunate enough to have business owners as clients sometimes forget where their client's financial hearts are. Hint: not with their investments.

By Investment News Team
FINTECH OCT 29, 2007
Fidelity to spend $50M on platform for advisers

Hoping to steal the thunder from archrival Charles Schwab & Co. Inc.'s annual gathering of advisers this week, Fidelity Investments last week unveiled plans to spend $50 million to develop a wealth management technology platform aimed at advisers.

By Bloomberg
FINTECH OCT 29, 2007
Solutions for retirement planning

There is no shortage of technology solutions to help with retirement planning. Some are comprehensive packages that do — or promise to do — many things; others are more modest in their goals.

By Investment News Team
RETIREMENT PLANNING OCT 26, 2007
In California, advisers worry about clients

Some 77% of respondents to an InvestmentNews survey plan to reach out to clients in areas affected by wildfires.

By Bloomberg
FINTECH OCT 22, 2007
NPH offers 'virtual' assistants

National Planning Holdings Inc. has begun a program to hire and manage an in-house licensed and trained assistant.

By Bloomberg