The new online tool offers state contacts directory, FAQs, and background info to aid advisors.

Kasina’s annual top 10 listing touts timely tools and portability of information as key factors for advisors.

Bank of America Merrill Lynch said it is forming a Global Futures and Derivatives Clearing Services group ”in anticipation of the substantial growth in OTC derivatives clearing.”

The addition to its open technology platform expands independent advisors’ access to third-party providers

The Unified Managed Account Exchange gives RIAs more control over product selection.

New core processing systems are helping a growing number of banks achieve a longtime goal: a comprehensive view of their customers.

After analyzing 13 planning tools, Boston-based Aite names the three best products.

RIA customers can also receive alerts on short-term redemption fees.

PNC is betting that its Virtual Wallet account, which has always focused on teaching consumers to be better savers, can also teach them to be better spenders.

On Wednesday Adhesion Wealth Advisor Solutions announced it improved its WealthADV technology platform to provide more ways for investment advisors to communicate with clients. The newest development: clients can now check their portfolios and performance reports with the iPad as well as most Mac and Microsoft Windows-based devices.

High-frequency traders are “market jackals” and not market makers, in increasingly electronic markets, JonesTrading Institutional Services said in a White Paper released Tuesday.

"Hard Wired" program is designed to help advisors understand client behavior, construct portfolios and build their firms.

A monumental shift is taking place in the mutual fund industry as wholesalers move to mobile apps for smartphones and tablet computers - en masse.

More than 8,500 mutual funds operate in the United States, sending out more than 350 million prospectuses each year on the investment purpose, contents and performance of their portfolios, by one estimate of the Securities and Exchange Commission. Average size: About 52 pages, each.

Soon, fund managers and investment advisors are going to have to worry about how federal agencies interpret the fiduciary standard that will govern the advice they give to clients, now that President Obama has signed Wall Street reform legislation.

The discount broker-dealer for investment advisers has launched an electronic platform that it hopes will appeal to investors in the municipal market.

UBS Wealth Management Americas struck an agreement with Richard Bernstein Advisors, a specialist in long-term, macro research.

Fiserv is trying to round out its wealth management software offerings with its acquisition of AdviceAmerica and said it might forge additional partnerships to become more competitive.

More than 25 investment managers have already signed on to the platform.

Two veterans of the hedge fund world are touting a product they say lets advisers focus less on investment decision-making and more on business development and client service.