by
Jim McConville
Schwab brokerage and Schwab Bank clients can now deposit checks remotely by taking a picture of a check with their iPad camera, company officials said.
by Joel P. Bruckenstein
MoneyGuide Pro: G3 Sets a new standard of excellence for financial planning software.
by
Jim McConville
More than three dozen Morgan Stanley Smith Barney advisors have told
management they plan to quit over what they describe as a multitude of
technical problems caused by the firm's new "3D"...
by Joel Bruckenstein
During a recent Schwab Tech Talk webinar, Kevin Kraus, director of
trading technology for Schwab Advisor Services, provided an update on
the company's efforts to update their advisor trading...
by
Kathy Lynch
Raymond James advisors now have new software that makes it easier for them to develop in-depth financial plans for clients.
by Juliette Fairley
Bo Lu and company deconstruct 401(k) plans for smaller investors many financial advisors won't touch.
Microsoft Corp. unveiled its first new logo in 25 years as it prepares
to introduce Windows 8, an updated version of its flagship software.
by
Jim McConville
Independent brokerage industry veteran John Simmers is spearheading a group of industry executives that has acquired Calton & Associates Inc., a small sized broker-dealer and RIA.
by
Jim McConville
Nearly half of investors find guaranteed income investments appealing
but many advisors don't recommend them, according to a report published
today by NFP Advisor Services Group.
by Joel Bruckenstein
ThinkTech Inc., a TD Ameritrade affiliate, recently announced a number of major enhancements to iRebal, its highly-regarded intelligent rebalance and trade order management system.
by James Picerno
Advisors discuss their favorite resources for surviving (and thriving) in the money game.
by Joel P. Bruckenstein
RetireMark helps advisors estimate client health costs.
Orion Connect App On Salesforce.com
Omaha, Neb.-based Orion Advisor Services has released a new version of its portfolio accounting software for Salesforce...
by Joel Bruckenstein
PIEtech Inc. has released MoneyGuidePro: G3, the third generation of
their popular, cloud-based financial planning application for financial
advisors.
by
Jim McConville
NestWise LLC, a recently formed subsidiary of LPL Financial Holdings
Inc., announced today its intent to buy Veritat Advisors Inc...
by
Dorothy Hinchcliff
Commonwealth Financial Network has partnered with IPS AdvisorPro to
offer advisors software for developing compliant, professional
investment policy statements.
by Joel P. Bruckenstein
ShareFile has the right balance of price and functionality to make it a serious competitor in the RIA channel.
by
Jim McConville
Charles Schwab today said it will roll out the first version of the new Schwab Advisor Center app for the iPhone.
by Joel Bruckenstein
Schwab Performance Technologies intends before the end of the year to sell a version of
PortfolioCenter that provides hardware and software support but no data
management.
by
Kathy Lynch
Expansion will enhance service and support for financial advisors across the country.
