by Mike Byrnes
Social media is a powerful tool that advisors often
underutilized.
by
Cindy Taylor
Cindy Taylor, Publisher of FintekNews Cindy Taylor, Founder of Fintegration & Publisher of FintekNews, is a 20 year digital & print media executive with extensive sales and...
by
Cindy Taylor
Please contact us with any questions, editorial submissions or media kit requests.
Cindy Taylor
Publisher, FintekNews
cindy(at)fintegration.net
by
Cindy Taylor
Fintegration is a new kind of consulting firm, specializing in media and finance.
by
Cindy Taylor
FintekNews owned by Charter Financial Publishing Network, publishers of Financial Advisor and ETF Advisor magazines, was created to fill that void and provide our site visitors and newsletter...
by Joel Bruckenstein
EISI will release its Retirement Consumer Facing Application (CFA)
for Profiles Professional to individual financial advisors and smaller
financial organizations on January 18.
by Andrew Gluck
TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs.
by David Lawrence
Mind mapping and reminder systems can be powerful tools that help organize your thoughts on work that needs to be done.
by Joel P. Bruckenstein
This new Web-based platform helps RIAs easily update their regulatory reports.
by
Ray Fazzi
Laserfiche, a provider of software document management products, says
advisors can now integrate its systems with Salesforce.com.
LinkedIn and Twitter are redefining the way businesses reach their customers, but regulators and company rules at brokerages have slowed the adoption of social media by the industry.
by David Lawrence
Advisors try to help clients use their resources more efficiently, but often aren't efficient themselves.
by Joel P. Bruckenstein
Tamarac's Advisor X packs promise.
by Joan Gunin
Financial advisors must stop "sitting on (their) hands" and begin to think differently about using social media, an expert told advisors at the recent SRI in the Rockies conference.
by Joel Bruckenstein
EISI, North America's leading supplier of financial planning software to
financial professionals, has announced upgrades to all three of its
software packages.
The high-frequency trading industry, now accounting for the majority of
U.S. stock trades, is stepping out of the shadows in Washington.
by Bill Bachrach
Universal laws and principles, not gadgets, govern real world success.
by Joel P. Bruckenstein
This uncluttered portfolio management system will work best for smaller RIA firms.
by Bruce W. Fraser
Advisors are not just using surveys to ask about client satisfaction anymore.
by David J. Drucker
This tool should make your SEC audit go more smoothly.
