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NYSE Technologies, the commercial technology unit of NYSE Euronext, has launched a post-trade monitoring tool for compliance officers.
February 14 -
In 2010, The Dreyfus Corporation gave iPads to every one of its 70 salespeople, to save on Federal Express billings in shipping them marketing materials. Now the manager of roughly $300 billion in mutual fund assets has decided that it should not be presenting its nine boards of directors with bulky binders any more, either.
February 14 -
If you think social media is all about you (i.e., the points your company wants to get across), think again.
February 14 -
Bank of Americas health savings account business rose 34% with the addition of 50,000 new accounts last year, as it also integrated that business in its institutional retirement business.
February 13 -
A year ago, the firms more than 4,000 advisors in the United States had to manually submit each post in advance for review. Now, Raymond James Financials has automated the compliance and publishing process, to speed up communications with customers.
February 13 -
Marketing expert Marie Swift says financial advisors who embrace videos, podcasts, recorded multimedia presentations and live online meetings can connect and build rapport with clients in a fraction of the time and more cost effectively than ever before.
February 13
Impact Communications -
A year ago, the firms more than 4,000 advisors in the United States had to manually submit each post in advance for review. Now, Raymond James Financials has automated the compliance and publishing process, to speed up communications with customers.
February 13 -
The 30th Annual National Investment Company Service Association Conference & Expo opens Monday, with the intent of helping fund companies learn how to be Engaging Investors in a Hyper-Connected World. Heres an introductory look.
February 10 -
50% of Money Market Clients Fear NAV Fluctuation; Fixed-Income ETPs Experience Record Inflow; Vanguard Targets Gen Y Looking to Retire in 2060
February 10 -
One problem advisors face when deciding to break away from a large firm and start their own RIA: timing. How soon is too soon to make the move? Can it be done without a very large book of business?
February 10
