The number of life producers using mobile devices doubled from 2008 to 2010, making mobile tech an imperative if the carrier seeks a competitive advantage.

Genworth Financial Wealth Management is the latest firm to announce an upgrade to its online platform, eWealthManager.

To help busy advisors increase the frequency with which they contact clients, Cetera recently launched a new online marketing solution, Connect2Client. It’s designed to enable advisors to send out emails, paper postcards, newsletters with in-depth articles and a variety of messages, including birthday greetings, on a regular basis.

NYSE Technologies, the commercial technology unit of NYSE Euronext, has launched a post-trade monitoring tool for compliance officers.

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.

If you think social media is all about you (i.e., the points your company wants to get across), think again.

A year ago, the firm’s 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.

Insurer looks to target younger demographic with in-app sponsorship of social gaming app.

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.

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.

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

Marketing expert Marie Swift says forward-thinking financial advisors are incorporating social media into their marketing plans. Are you doing enough online to remain competitive?

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.

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 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.

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

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 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.

If you’re heading to the Financial Services Institute’s OneVoice Broker-Dealer Conference starting Monday – and even if you’re not – it’s time to reboot because, for the first time, the seventh annual conference will feature a technology track.