Evergreen Investments, the asset management division of Wachovia Bank, plans to start using the the mWholesaler wireless interface from Pyxis Software to give sales managers instant access to critical customer relationship management information. mWholesaler hooks up with a BlackBerry to give remote access to sales, CRM and enterprise data that will help Evergreen managers increase sales, according to the company.
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The Wall Street giant has been moving away from providing in-house retail investment advice to finding ways it can support smaller firms.
3h ago -
The IRS and the Treasury released final regs on the tax credits, with specific rules for partnerships and S corporations.
April 25 -
Here's how commenters such as the AARP, SIFMA, FSI, the Consumer Federation, NAPFA, the CFP Board and others view the Department of Labor's retirement advice regulation.
April 25 -
In the first three months of 2024, both profits and client assets reached new heights at RayJay's Private Client Group.
April 25 -
An experiment tested different generative AI models against each other on multiple choice questions from CPA Exam test prep material, and found they have their own strengths and weaknesses.
April 25 -
Last year, almost $1 trillion flooded into money market funds. Here are the 20 that have grown the biggest.
April 25