Melding of Tamarac's tech and Envestnet's portfolio expertise seen as creating full menu of services
Upping your IRA contributions — and getting the tax break — have never been easier
LinkedIn just rolled out CardMunch Version 3.0, available for the iPhone, which converts the information printed on a business card into digital form and links it to the card giver's LinkedIn profile
Trading platform forced to pull its own initial public offering due to problems with its trading platform
Having attended the Technology Tools for Today and FPA Business Solutions conferences for several years, and served on the latter's business task force for the past four, I have come to the conclusion that the two events overlap.
The Securities and Exchange Commission is continuing to beef up and streamline its technology, adding new systems to track and catch fraudsters and other financial miscreants.
The SEC has filed a cease-and-desist order against an Illinois who called himself a registered investment adviser and a representative of a broker-dealer online and used social media in an attempt to scam gullible investors.
Advisers counseled to write down job functions and work flows on sticky pads; like a storyboard
Remember that computer that beat those really smart guys on 'Jeopardy'? Well, now the IBM machine has landed a new gig -- this time, analyzing portfolios for Wall Street banks.
Several recent industry studies have found that advisers spend anywhere from 50% to 70% of their time actively managing and attempting to grow their practices, leaving precious little time to actually work with clients.
Last week, while Fidelity Institutional Wealth Services representatives talked about the results of their recently completed RIA benchmark survey, I just wanted them to skip ahead and discuss the online adviser dashboard.
