FinTech

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New Convergent Division Serves $1M Investor

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Convergent Wealth Advisors has launched a new division that focuses exclusively on clients with between $500,000 and $5 million in investable assets.

Videos Are A Must

by Mike Byrnes

To be better marketers, advisors need to incorporate videos in their marketing strategy.

Shaking Off A Bad Case Of Portfolio Paralysis

by Steven M. Sheldon

The new era marked by bubble, crash, bubble, crash has not only taken a toll on personal wealth, but has also damaged investors' psyche...

Gravitas Opens New Office In Chicago

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New venture delivers technology support and co-sourcing solutions for investment management firms.

Why We Will Not Forget Steve Jobs (1955-2011)

by Mike Byrnes

The full positive impact of his life on businesses and society will play out for years; that is because he created an amazing foundation for others to build on.

Quiet Revolution

by Joel P. Bruckenstein

StatPro's product tracks the performance of your portfolio models and provides research and analytics for them.

Advisor Emporium

Advisor Emporium

Investors More Reliant On Online Resources, Study Says

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More investors are tapping into technology to get the latest information for making investment decisions, according to a new study that indicates a substantial year-over-year increase in...

Trust Co. Of America To Launch Mobile Platform

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Trust Company of America (TCA) is rolling out a new mobile platform executives claim will put registered investment advisors (RIAs) and their clients on the same page-literally.

Integrated Tech Boosts Advisor Revenues, Study Says

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Outsourced technology integration tools can provide significant benefits to RIAs, including improved productivity and efficiency that can help raise revenues, according to a new study.

The Future Is Mobile

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Big advisory firms want an online presence from their providers.

Bank Of America Lures New Customers

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The bank is seeking out a special niche where advisory services are scarce.

Putnam Launches New Site For Financial Advisors

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Putnam Investments has launched a new version of its Web site that beefs up its portfolio modeling and social media tools.

Schwab Launches Resources to Help Advisors Make Move to An Independent

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Schwab Advisor Services Continues Roll Out of Resources To Support Advisors Considering Becoming An RIA

Trust Company Of America Announces "First Fully-Mobile Technology"

by Joel Bruckenstein

Trust Company of America (TCA) recently announced the planned launch of their "fully mobile" technology platform, dubbed Liberty...

Advent Releases New APX Reports For Advisors

by Joel Bruckenstein

Advent Software Inc. has announced the availability of new APX Reports using Microsoft Reporting Services.

Black Diamond To Provide Rebalancing; Expands Alternative Investment Tracking

by Joel Bruckenstein

Black Diamond will soon be offering rebalancing capabilities to users, said a company senior vice president at the AdventConnect Conference.

Advent CEO: Tech Revolution 'All About Mobile'

Advent CEO Stephanie DiMarco, in opening remarks at the company's annual conference in Boston, said the technology revolution is just beginning and "it's all about mobile."

Schwab's To Provide Quicker Data Integration For RIAs

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Charles Schwab Corp. has launched Schwab Intelligent Technologies, a new business division to improve workflow in the offices of RIAs.

TD Ameritrade To Release Customized Version Of Salesforce

by Joel Bruckenstein

TD Ameritrade Institutional is putting final touches on a customized version of Salesforce that it will release in October.

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