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.
by Joel P. Bruckenstein
Is Redtail poised to leapfrog the competition?
by Joel Bruckenstein
Fidelity Investments is integrating Black Diamond's new BlueSky portfolio management and
reporting system with Fidelity's WealthCentral platform.
by Andrew Gluck
Financial advisors urgently need improved tools for coping with the economic mess we're in. What's to be done?
by David Lawrence
How to prepare reports efficiently while keeping them understandable for clients.
by Joel P. Bruckenstein
Custodians are upping their technology offerings to RIAs.
by Joel Bruckenstein
Fidelity Investments says more than 600 advisory firms
now use its technology platform for RIAs and that number should more than double in a year.
Adhesion Wealth Advisor Solutions recently announced revisions to
its WealthADV technology platform that provide more ways for financial
advisors to communicate with clients.
by David Lawrence
Three leading advisory firms describe how they use teamwork in their practices.
by Joel P. Bruckenstein
In a few short years, Morningstar has improved its advisor platform so much that it truly has become an "office."
by
Dorothy Hinchcliff
Financial advisors spend more than 23 hours per week online at industry,
social and asset manager Web sites, according to a new report.
by Andrew Gluck
With broker-dealers now starting to embrace social media, advisors have many more ways to market their firms.
by David Lawrence
Doing a project well means that you must map out the steps, or risk being derailed.
by Joel P. Bruckenstein
NaviPlan Select combines the capabilities of EISI's two popular software offerings.
by
Jeff Schlegel
Technology provider Fiserv Inc. announced it bought
AdviceAmerica in a deal it said should boost its offerings across
various channels.
