Technology
Technology
-
For financial advisors, the introduction of iPad over the past year has changed everything. Notoriously resistant to new technologies, advisers have become envious of the remarkable advancements taking place in the consumer tech market.
December 1 -
Fraud is on the rise in the United States and globally, according to PricewaterhouseCooperss 2011 Global Economic Crime Survey, with cyber crime making the most significant increase in the two years since the firms last survey.
December 1 -
Broadridge Financial Solutions has linked its fixed income processing platform in Canada to the countrys central securities depository through a new module called ClearancePro.
November 30 -
Some 60 UBS Wealth Management Americas financial advisors will kickoff a three-month test drive this week of an iPad application designed to make it easier to interact with clients and access research reports all in the hope of generating more assets under management.
November 30 -
The average price tag for a data breach now is $7.2 million. How are you supposed to value the loss when your crown jewels trading algorithms get put on data sticks or uploaded to remote servers, as happened to Goldman Sachs? And if you're a financial advisor or smaller advisory firm, how do you safeguard data while also taking advantage of social media and mobile devices to service your clients? Here's what you need to know and do to protect your firm and your clients.
November 30 -
Linedata says that it has combined the risk analytics services of Riskdata with its Beauchamp portfolio management platform.
November 29 -
Risk management software firm Algorithmics has just launched a new risk reporting service for hedge funds in the U.S. and signed up fund of hedge funds manager Optima Fund Management in New York as its first client.
November 28 -
Fidelity Investments and Verizon have partnered to offer Verizons four million FiOS subscribers access to the Fidelity Market Monitor Application that, for no additional cost, will provide them with quotes, charts watch lists and news.
November 28 -
iPhone 4S sales are off the charts, even with its battery issues. iPad sales are similar. Android now is the most popular operating system for mobile phones. So why arent more financial services firms encouraging employees to bring their own devices to work?
November 23 -
Most advisors dont have a disaster recovery plan. We all like to think it wont happen to us when we think of the big ones -- tornado or hurricane -- but all firms and advisors need to be prepared for anything that can cause an interruption to our business and serving our clients. Here's what you need to know to get started.
November 22 -
Russell Investments has launched an iPad-friendly version of its Helping Advisors website.
November 18 -
Financial professionals, 86% of whom have at least one social media account, risk running afoul of compliance rules as regulatory bodies sort out the rules for advisors use of these new channels. That was the message from social medial expert Alexandra Basak Russell, at the Women Advisors Forum in Huntington Beach, Calif.
November 18 -
When FINRA at the outset of 2010 issued its first set of guidelines on how to use social media (Notice 10-06), lots of questions ensued. Here's an interactive slideshow detailing what advisors, broker-dealers and financial services firms need to know to navigate FINRA's social media guidelines.
November 17 -
Tweets have now been turned into formatted streams of market data.
November 17 -
Fidelity has rolled out the next-generation of its Fidelity Investments for iPad app, available for free at the App Store or by updating an existing Fidelity iPad app.
November 16 -
Bank of New York Mellon said it would cut $650 million in costs over the next three years and be prepared to settle disputes involving its fees for foreign exchange transactions.
November 16 -
Deutsche Boerse CEO Reto Francioni said there is little overlap in trading conducted on its Eurex derivatives exchange with that conducted on NYSE Euronexts Liffe exchange.
November 14 -
CLS Investments, a leading independent third-party money manager, is preaching the gospel of engaging with investors on new platforms ranging from apps for tablet computers and smartphones to online video commentaries and social media sites like Facebook and Twitter.
November 14 -
FINRA has proposed a new rule requiring carrying and clearing firms to maintain certain customer records electronically in an automated accessible location to facilitate the liquidation and transfer of customer accounts if the firm goes bust.
November 9 -
NYSE Technologies said it extended its global trading network to a fifth Equinix data center.
November 9