by Joel P. Bruckenstein
OMYEN uses a couple of key tools to try and help financial advisors serve less-affluent clients.
Financial advisors are now able to trade stocks, mutual funds and
ETF's through Fidelity's WealthCentral Android and iPhone apps.
by
Jim McConville
Envestnet and ByAllAccounts are
forming a strategic partnership that will offer advisors a performance
reporting solution that encompasses a variety of assets, including
401(k)s, 529 plans and...
by David Lawrence
Integrating social media into your advisory practice takes careful evaluation to get the most from what it has to offer.
by Joel P. Bruckenstein
MacroRisk Analytics says it can help advisors create better portfolios by delivering economic data it believes impacts investment performance.
The U.S. Department of Homeland Security ran a test this year to see how
hard it was for hackers to corrupt workers and gain access to computer
systems. Not very, it turned out.
by
Kathy Lynch
White Plains, N.Y., based-Informa Investment Solutions has
appointed James Hivick as senior vice president of Strategic Client
Solutions.
by
Kathy Lynch
Raymond James names Bella Loykhter Allaire as the firm's executive vice president of technology and operations.
by Kevin Darlington
Good advisors shouldn't be motivated to begin using social media out of fear.
Websites will no longer need to use suffixes such as ".com" and ".org," according to the group that manages Internet addresses.
The five-week drop in U.S. stocks has driven tech company
valuations to the lowest level in more than a decade, making them too
cheap to pass up for some of the nation's biggest money managers.
by Joel P. Bruckenstein
Harnessing econometric data to build better portfolios.
by Michael W. Byrnes Jr.
Three changes that will impact your business.
Read stories from our June 2011 Frontline News
David Einhorn's call to replace Microsoft Corp. Chief Executive Officer
Steve Ballmer adds to the drumbeat for change at the top of technology
bellwethers.
by Joel Bruckenstein
Advent Software has
signed a definitive agreement to purchase Black Diamond Performance
Reporting, a leading provider of portfolio management and reporting platforms for financial advisors.
by Mike Byrnes
A new LinkedIn mapping tool gives users a graphic representation of their network of contacts.
by David Lawrence
Here are the pros and cons of using an automated system for this arduous task.
by Joel P. Bruckenstein
Fiducioso Advisors helps build better retirement income plans.
Trust Company of America has reached an agreement to incorporate Black Diamond reporting and asset aggregation services into its platform.
