Financial Planning

Software/Technology

• Advisor Stands to Reap AUM Windfall After Facebook IPO

  February 1, 2012

  A media shy financial advisor in Silicon Valley, Divesh Makan of Iconiq Capital, stands to bring in a potentially historic haul of new assets under management when Facebook launches its long-anticipated IPO.

• Tool Signals When Funds Beat Cash—Or Vice Versa

  January 31, 2012

  Investment Guidance Solutions introduced a software tool for mutual fund investing, that gives buy or sell signals based on whether it is better to be invested in a specific fund or in cash.

• SEC Doesn't 'Like' Facebook

  January 31, 2012

  Will the recent SEC risk alert chill the use of social media by asset management firms? Or simply put it on ice?

• State Street Uses Cloud to Help Create ETFs

  January 25, 2012

  State Street Corporation said its exchange-traded fund service, Total ETF, will use cloud-based technology to fully automate the development and management of a fund from basket creation through to trade processing and settlement.

• Mobile Apps: Clients Want Them, Wealth Managers Are Developing Them

  January 24, 2012

  The wealth management industry is adjusting to clients who increasingly expect that they should have anytime, anywhere access to their account information via mobile applications, according to a new study.

• Electronic Tools Help Brokers Capture Alpha

  January 24, 2012

  Electronic alpha capture is poised to become a major workflow tool for every portfolio manager and broker-dealer to help prioritize insights gleaned from incoming data and options, a new report from Tabb Group indicates.

• Facebook Now Firsthand Technology Value Fund’s Largest Social Media Holding

  January 24, 2012

  Firsthand Technology Value Fund said that Facebook is now its largest holding, representing more than 5% of the fund’s net assets. Yelp, another social networking company, is also among the fund's top five holdings.

• Savvis Connects to Interest-Rate Swap Futures Exchange

  January 24, 2012

  Savvis has added low-latency connections to an “open access’’ exchange for interest-rate swap futures.

• Top Priorities for Advisors in 2012: Increasing Client Control, Reducing Costs

  January 23, 2012

  To not only survive, but thrive in 2012 and beyond, planners need to do two tricky things exceptionally well simultaneously: reduce expenses and increase their technology and mobile capabilities to engage younger, tech savvy clients.

• Portware Introduces Cloud-Based Trading Service

  January 23, 2012

  Portware said it is introducing an online version of its flagship trade management and execution platform for large trading firms, that will allow institutions, asset managers and hedge funds of any size to work from and in the computing cloud.

• Wealth Managers Who Eschew Social Media Risk Losing Relevance

  January 18, 2012

  When it comes to acquiring and retaining clients, social media channels are on their way to becoming as important as traditional media channels for wealth managers, according to a study from Celent.

• Cowen To Acquire Provider of Trading Algorithms

  January 18, 2012

  Cowen Group said it agreed to acquire Algorithmic Trading Management, a provider of customized code for executing trades electronically.

• Leading RIAs Roll Out Private-Label Apps

  January 17, 2012

  Two large RIA firms have launched their own apps in the Apple and Android store, putting them ahead of the field in the race to maintain contact with clients.

• Fidelity Rolls Out WealthCentral iPad App for RIAs, Family Offices

  January 12, 2012

  Fidelity Investments is now offering a free version of its WealthCentral customer relationship and portfolio management platform for the iPad.

• Client Marketing Systems Integrates Software Programs

  January 12, 2012

  Advisors can run taxable gain thresholds, estimate the tax implications of certain trades, harvest tax losses and continually monitor portfolios.

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