Fintech

Displaying 4745 results
YOUR PRACTICE RETIREMENT PLANNING FEB 26, 2012
Pensco pulls off 'game changer' of an acquisition

By Dan Jamieson
YOUR PRACTICE FINTECH FEB 26, 2012
A wealth of online tools

By Davis Janowski
Party like it's 1999: Soros, hedgies streaming into tech sector
YOUR PRACTICE FINTECH FEB 21, 2012
Party like it's 1999: Soros, hedgies streaming into tech sector

Fund managers snapping up shares of Google, other IT outfits; solid six-month run

By John Goff
YOUR PRACTICE FINTECH FEB 19, 2012
Envestnet to buy Tamarac

By Davis Janowski
YOUR PRACTICE FINTECH FEB 19, 2012
A lesson from an adviser cybervictim

By MFXFeeder
Don't believe the hype of Facebook IPO: Asset manager
YOUR PRACTICE EQUITIES FEB 15, 2012
Don't believe the hype of Facebook IPO: Asset manager

The timing of Facebook's IPO could hardly be better, but one asset manager thinks the first few years of appreciation are already priced in, a lesson learned from Google's IPO.

By Bloomberg
YOUR PRACTICE FINTECH FEB 13, 2012
Yes. Advisers are really attracting clients with social media

Advisers offer their tips for winning business and networking with social media.

By Mark Bruno
YOUR PRACTICE FINTECH FEB 12, 2012
Welcoming the latest version of Junxure and a new data tool

By MFXFeeder
YOUR PRACTICE FINTECH FEB 12, 2012
Here's what financial advisers should do (and not do) to protect clients from cybercrime

By MFXFeeder
Wealthy clients on FaceBook deal: Z-z-z-z-z ...
YOUR PRACTICE RETIREMENT PLANNING FEB 12, 2012
Wealthy clients on FaceBook deal: Z-z-z-z-z ...

Many passing up what's seen as risky, over-hyped bet; don't want to be 'the last money in'

By John Goff
Not clued in about LinkedIn? Big mistake, advisers say
YOUR PRACTICE FINTECH FEB 08, 2012
Not clued in about LinkedIn? Big mistake, advisers say

Social networking a swell way to land clients; 'great platforms'

By Bloomberg
Tech vendors unveil new offerings at TD's conference
YOUR PRACTICE FINTECH FEB 06, 2012
Tech vendors unveil new offerings at TD's conference

By Bloomberg
YOUR PRACTICE FINTECH FEB 05, 2012
Past performance may be a harbinger for future, after all

By MFXFeeder
YOUR PRACTICE FINTECH FEB 05, 2012
Tech update: Data standards elusive

Lack of data standards has slowed the evolution of the advisory business. “Things move at glacial speed in the financial services world,” said Bill Harris, who is probably best known for having served as chief executive at both PayPal and Intuit Inc.

By Bloomberg
YOUR PRACTICE FINTECH FEB 03, 2012
Social-media action steps for the New Year

By MFXFeeder
YOUR PRACTICE FINTECH FEB 02, 2012
Another tool to help re-balance the books

Nine years ago, adviser Rich Chambers got frustrated.

By Davis Janowski
For advisers, it's more like social notworking
YOUR PRACTICE FINTECH FEB 02, 2012
For advisers, it's more like social notworking

Facebook. LinkedIn. Twitter. Financial advisers need to embrace social media to land new clients and boost revenues, right? It ain't necessarily so, a new survey finds. | <b>Extra</b> <a href=http://www.investmentnews.com/apps/pbcs.dll/gallery?Site=CI&amp;Date=20111220&amp;Category=FREE&amp;ArtNo=122009999&amp;Ref=PH>The 10 biggest stories of '11 &amp;raquo;</a>

By Lavonne Kuykendall
YOUR PRACTICE FINTECH JAN 29, 2012
Jumping on Salesforce bandwagon

By MFXFeeder
YOUR PRACTICE FINTECH JAN 29, 2012
Numbers aren't nearly as important as education

By MFXFeeder
YOUR PRACTICE FINTECH JAN 29, 2012
Performance reporting is vexing

By Bloomberg