Growth-at-a-reasonable-price investment strategy up 14.5% for Brian Lazorishak so far this year
Turnkey technology and wealth management provider Envestnet Inc has entered into an agreement to acquire the U.S.-based portion of FundQuest Inc. from BNP Paribas Investment Partners for $24.4 million in cash for all outstanding shares of the firm.
The following is an edited transcript of the webcast “Key Findings of the <i>InvestmentNews</i> RIA Technology Study,” which was held May 5
BrightScope Inc. has launched a free online service that will allow investors to look up financial advisers
Given the welter of compliance issues that they face, financial advisers remain understandably cautious about using social media.
Advent Software Inc.'s announced $73 million deal for Black Diamond Performance Reporting LLC is the biggest news in portfolio management and performance reporting in years
Financial advisers and broker-dealers apparently aren't sitting on the sidelines waiting for Finra and the SEC to figure out how the financial advisory industry should use social networking
Do you suffer from compliance anxiety? No need to fear: Actiance Socialite is her
BrightScope Inc.'s new free website, which allows investors to look up financial advisers, already has sparked controversy
Clients in less-populated areas will be left to get their advise from talking heads
Hosted software specialist to add social networking capabilities to its offerings; Chatter up
Top-performing adivsory firms tend to employ fewer staff members, keep a lid on salaries and are more productive — largely as a result of wringing every bit of efficiency out of their technology, according to <i>InvestmentNews'</i> RIA Technology Study, to be published later this month
Financial-services technology firm Fiserv, Inc., announced that it is putting together a system that will enable unified managed household accounts. Indeed, the tech company says that their full UMH platform will be available later this year.
Oracle of Omaha says long-term prospects for company difficult to predict
Wirehouse's network said to have been breached by massive attack from servers in PRC government; M&A info may have been target
As consumers manage more of their lives via smart phones and iPads, financial services companies are trying to ensure that they don't get lost in the electronic shuffle
Social media may be all the rage, but it's also a major headache for compliance managers. New software may help ease the pain.
