Technology
Technology
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Chubb seeks to facilitate discussion on emerging class of risks.
May 3 -
Brinker is the latest to advance mobile computing for advisors, but Fidelity and Securities America tread cautiously.
April 8 -
Advisor software looks to help investors track financial goals.
March 17 -
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
March 8 -
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.
March 3 -
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.
February 25 -
The Boca, Raton, Fla., based company increased its total accounts 51% last year by undercutting larger competitors on price.
February 24 -
The Boston company may have the largest supermarket of mutual funds, but its no longer just about offering a wide selection of mutual funds or getting companies set up with retirement benefits programs.
February 17 -
RidgeWorth Investments has launched planadvisortools.com, a website dedicated to the needs of retirement plan advisers.
February 10 -
They will have a minimum investment threshold of $25,000 and offer a wide range of investment styles from conservative to aggressive growth.
February 10 -
Big banks are starting to open the tech-spending spigot, but times are tight for their smaller peers.
February 4 -
Financial companies are trying to make tax season a bit less taxing for people who bank online.
February 1 -
As personal financial management software gains traction at banks, vendors are starting to tinker with its long-established formula.
January 28 -
linkedFA's launch comes amid a debate over how advisors can use social networking to expand their businesses, while still following compliance rules under the Securities and Exchange Act of 1934.
January 11 -
The focus will be on improving the parts of the business that interact directly with customers.
January 11 - Money Management Executive
Discount broker Charles Schwab has been ordered by the New York Stock Exchange to compensate a former employee for "emotional distress" caused by the firm's handling of her computer.
March 28 - Money Management Executive
Advisors can anticipate the rollout of a full suite of marketing and sales tools designed to help them expand their IRA businesses.
February 24 - Money Management Executive
The site now includes educational and sales materials, industry news and detailed information on plans that they serve.
July 1 - Money Management Executive
The company has partnered with an information portal for financial advisors to make its services more widely available.
June 3