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.

When it comes to acquiring and retaining clients, social media channels are on their way to becoming as important as traditional media channels for wealth managers, according to a study from Celent.

Two large RIA firms have launched their own apps in the Apple and Android store, putting them ahead of the field in the race to maintain contact with clients.

Fidelity Investments is now offering a free version of its WealthCentral customer relationship and portfolio management platform for the iPad.

Advisors can run taxable gain thresholds, estimate the tax implications of certain trades, harvest tax losses and continually monitor portfolios.

Spending on hardware, software and communications gear is expected to grow by more than 5% this year. Here's a snapshot look at the Gartner’s forecast for 2012.

Retirement plan clients can now get on-the-go portfolio analytics from BNY Mellon’s new iPad app, P Mobile Dashboard.

Wedbush Securities has launched a new social media initiative for financial advisors, investment bankers and equity traders that encourages them to use Twitter, LinkedIn and Facebook to boost their respective books of business.

Zephyr Associates, a financial analytics software provider to financial advisors, is seeing a steady increase in the percentage of RIA firms among its clients.

PrimeVest Financial, one of the big third-party marketers in the bank channel, launched a website designed to help banks and credit unions staff up their advisory programs. It also will help individual advisors search for new career opportunities across the country.