A new spirit of openness appears to be permeating Advent Software Inc.
The MDE Group Inc., a $1.3 billion institutional wealth management firm, is making an official expansion into the registered investment adviser business with the launch of Risk 3.0 Asset Management
Advisor Group — the independent-broker-dealer business of American International Group Inc. — tomorrow is unveiling a re-engineered second generation of its technology platform, now to be called Vision 2020 Wealth Management
Even in the rocky world of technology investing, the debt ceiling debate has been an eye-opening experience.
Risk 3.0 Asset Management holds out the promise of predictable returns with limited volatility
George Smaragdis, director of media relations at the Financial Industry Regulatory Authority <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20110807/REG/308079974"" target="”_blank”" rel="noopener noreferrer">told me two weeks ago</a> to expect some additional guidance on social media soon and sure enough here it is in the form of <a href="//www.finra.org/web/groups/industry/@ip/@reg/@notice/documents/notices/p124186.pdf"" target="”_blank”" rel="noopener noreferrer">Regulatory Notice 11-39</a>.
Financial advisers up and down the East Coast dealt with the aftermath of Hurricane Irene today as many struggled with communication, commuting or power — and in some cases, all of the above.
The results of an exclusive <i>InvestmentNews</i> survey of roughly 1,000 advisers on the software and technology they use most often.
As he watched his advisory business thrive over the past few years, Anthony Halpin noticed that his website had become stale
The vast majority of financial advisers see technology as critical to driving growth. And 73% of the advisers who responded to the <i>InvestmentNews</i> <a href=http://www.investmentnews.com/article/20110411/INCR/110419987>RIA Technology Study</a> rated their return on investment for technology spending as medium to high.
Social media used by more than half of large businesses; lots of monitoring going on
Video has been around for ages (remember VHS?), but its use as a strategic marketing and communication tool among small businesses is about to explode.
Envestnet Inc., a turnkey technology and wealth management provider that went public in July, is adding several unified-managed-household features to its platform this week.
Envestnet Asset Management Inc. has signed an agreement to provide a money management platform for Shareholders Service Group Inc., a San Diego-based custodial firm that serves 700 advisers.
New software tool will help advisers scan for the best variable annuity option for a client.
Who uses which technology products and are they satisfied? Where is adviser technology going?
Respondents to the recent <i>InvestmentNews</i> RIA Technology Study overwhelmingly (95%) rated technology as either “critical” or “absolutely critical” to the success of their business
