Practice

The first 725,000 Smith Barney customer accounts moved over to a fresh Morgan Stanley system over the President's Day Weekend. Algo-driven, personalized training of financial advisors and client support personnel is key to the move of records involving nearly $1 trillion in assets.

UHY Advisors, known as a tax and business consulting firm, is branching out into new territory with the hire of two estate planning specialists.

Insurers will need to rethink product offerings as policymakers are now looking beyond the once-vaunted 401(k).

Wedbush Securities has launched a trading platform provider that the firm says will dramatically speed up trades for fund managers and other institutional investors, as well as give them better control over their transaction costs.

Here’s an interactive slide show detailing the best investment ideas for this election year from seven financial advisors practicing throughout the country.

StanCorp Equities has appointed Jennifer Giampaolo as a pension consultant for its Orange County Retirement Plans Office, responsible for retirement plan sales in Orange, San Diego, San Bernardino and Riverside counties. She will also serve Arizona and New Mexico.

Another financial services firm has entered the fray over providing customer’s high functioning mobile access.

Many small business owners are unprepared for retirement, with a third of the women and a quarter of the men in a new survey having no estimate of how much they will need when they retire.

Bank of America has added a new investment offering to its Merrill Edge program for mass-affluent investors.

Portfolio management and accounting software supplier Tradar said it is working with financial data aggregation and reporting software supplier Nedelma to launch a mobile portfolio reporting app that can be accessed via the iPad and other tablets.