Confluence Technologies has released the latest version of its flagship mutual fund software, FundStation Version 4.30. The new version will be able to translate performance data into euros, when that currency is adopted. It also allows companies to easily transfer their data to CTCI 2.0, NASDAQ's new message format for daily and year-end reporting of mutual fund information.
Although many advisors choose to leave Wall Street mainstays in favor of firms offering greater independence, some find they're still most at home at another wirehouse. Just ask Todd Hatfield.
WTW Investments and SEI see enough of a market to develop private market offerings for U.S. defined contribution plans, such as 401(k) plans.
Speakers at The American College of Financial Services' CAAFP like investing legend John Rogers shed light on how people fuel long-term success in the industry.
Lifetime medical costs and ACA marketplace premiums are skyrocketing. Here's how advisors are helping clients keep their retirements on track.
Brokerages are too dependent on the billions they make every year from clients' uninvested cash, industry analysts say. LPL is responding with a long-term review of its pricing.
Two presentations at The American College of Financial Services' CAAFP discussed how successful careers in the industry require both technical and emotional skills.
