Here's a common refrain I've heard from advisers over the past two years: “It is a shame I couldn't better account for the economy in adjusting my clients' portfolios”
Black Diamond Performance Reporting today is expected to announce the availability of a new application specifically designed for the Apple Inc.'s iPad.
The online security landscape is changing in fundamental ways
If carried to fruition, TD Ameritrade Institutional's latest technology initiative will be the first to open its application program interface completely to third-party technology firms able to pass muster during the custodian's security review of their systems.
IT industry jumps ahead of banks in total payouts to shareholders 'excess cash'
Technology will be the key that unlocks the mass-affluent market for financial advisers
Zomm, Phone Halo dialed in when you're not: why is your pocket flashing?
In February, S&P Equity Analyst Scott Kessler raised his fundamental outlook on the internet software & services industry to positive from neutral, reflecting what he views as a stabilized global economy that would contribute to more overall advertising spending, an increasing percentage of related budgets being committed to the Internet (versus so-called traditional media), and pricing for associated online offerings that is showing signs of improvement
Obviously, compliance officers are very concerned about the use of social media, particularly by registered representatives.
Investors are all abuzz over cloud computing, which allows individuals to access services and applications via the Internet without maintaining their own servers and software.
Advent Software yesterday announced availability of Moxy 7.0, the latest version of the trade order management system that's so popular with registered investment advisory firms
Black Diamond's BlueSky first of new wave of coming integrations to be added to platform
TD Ameritrade Institutional attracted more breakaway brokers in the last nine months than it did in all of its 2009 fiscal year, company executives said last week.
Despite expectations that interest rates will remain near zero for another year, the interest-sensitive TD Ameritrade Holding Corp. plans to invest $30 million in technology and “client-facing” activities in fiscal 2011.
Being an opinionated bunch, financial advisers let me know when I write a story that fails to include a product they like.
