Fintech

Displaying 4745 results
YOUR PRACTICE FINTECH JUL 07, 2013
Staying connected via social media

By Janowski Davis
YOUR PRACTICE FINTECH JUL 07, 2013
Electronic business cards help build client roster

By Liz Skinner
YOUR PRACTICE FINTECH JUL 02, 2013
Attention rocket scientists: Quantopian launches trading pilot program

By Janowski Davis
YOUR PRACTICE FINTECH JUL 02, 2013
A chat with the founders of Quantopian

The co-founders like, respect and think quants are underserved — and have too little access to tools of their own

By Janowski Davis
YOUR PRACTICE FINTECH JUL 02, 2013
An online studio where quants go to put talents to use

Quantopian provides tools, storage and protection for user-created algorithms

By Janowski Davis
YOUR PRACTICE RIAS JUL 02, 2013
A private-placement matchmaker

By Janowski Davis
YOUR PRACTICE FINTECH JUN 27, 2013
Tweet this: Finra spot-checking firms for social media compliance

Regulator asking for list of top 20 producing reps at the targeted B-Ds who use social media.

By DJAMIESON
YOUR PRACTICE FINTECH JUN 21, 2013
Finra is spot-checking firms for social-media compliance

By DJAMIESON
YOUR PRACTICE FINTECH JUN 20, 2013
Mint.com finally expanding into the banking channel

Banks and credit unions will soon have access to its own flavor of a direct channel darling

By Janowski Davis
YOUR PRACTICE FINTECH JUN 20, 2013
Wealthfront and the rise of the machines

Direct channel technology firms are improving at a rapid pace — what about your tools, Mr. Adviser?

By Janowski Davis
YOUR PRACTICE RIAS JUN 19, 2013
The Takeaway: Some advice for BlackRock's Larry Fink

By Joshua Brown
YOUR PRACTICE FINTECH JUN 19, 2013
Junxure Cloud is really coming; availability and pricing firmed up

Sure it has taken a while, but the purpose-built, cloud-focused CRM system is finally set to arrive this fall.

By Janowski Davis
YOUR PRACTICE FINTECH JUN 18, 2013
NetDocuments launches Apps Marketplace

By Janowski Davis
YOUR PRACTICE FINTECH JUN 18, 2013
Redtail and goalgamiPro make a data connection

Advisor Software Inc. provides latest example in the continuous march of independent and useful third-party tech integrations

By Janowski Davis
YOUR PRACTICE FINTECH JUN 18, 2013
Hosted version of PortfolioCenter is now available

App makes jump to the cloud; priced 'aggressively'

By Janowski Davis
YOUR PRACTICE RIAS JUN 17, 2013
Riskalyze introduces drag-and-drop feature

Users of Pro can now more easily bring client portfolio data into the risk tolerance tool.

By Janowski Davis
YOUR PRACTICE FINTECH JUN 17, 2013
Another portal for all that client info now available

Omyen launches offering for advisers and broker-dealers in the client portal and client collaboration arena

By Janowski Davis
YOUR PRACTICE FINTECH JUN 16, 2013
IN Voices

By MFXFeeder
YOUR PRACTICE FINTECH JUN 16, 2013
Junxure Cloud looks slick

By Janowski Davis
YOUR PRACTICE FINTECH JUN 13, 2013
What's now and what's next for Morgan Stanley's new trade tool

Trade Flow Insights provides brokers with across-the-board product sales data and insights about those who bought them.

By Janowski Davis