"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.

Chubb seeks to facilitate discussion on emerging class of risks.

Brinker is the latest to advance mobile computing for advisors, but Fidelity and Securities America tread cautiously.

Advisor software looks to help investors track financial goals.

Electronic trading in the equity markets has grown dramatically in recent years and is expected to continue growing, according to a new survey of institutional equity traders and technologists. RBC Capital Markets, Bradley Katsuyama, proprietary trading, electronic trading

As the race to rake in breakaway brokers continues to heat up, it seems that independent broker-dealers, are failing to spend on the areas of technology that matter most to independent advisors: customer relationship management and integration.

CUSIP Global Services, the numbering agency for North America, and Avox have teamed up to create a new identification code for business entities called Cabre.

The Boca, Raton, Fla., based company increased its total accounts 51% last year by undercutting larger competitors on price.

The Boston company may have the largest supermarket of mutual funds, but it’s no longer just about offering a wide selection of mutual funds or getting companies set up with retirement benefits programs.

RidgeWorth Investments has launched planadvisortools.com, a website dedicated to the needs of retirement plan advisers.

They will have a minimum investment threshold of $25,000 and offer a wide range of investment styles from conservative to aggressive growth.

Big banks are starting to open the tech-spending spigot, but times are tight for their smaller peers.