Technology
Technology
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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