Financial adviser Ted Feight used to deck out his office with three-foot tall bodybuilding trophies and a large rug depicting a deer.
Advisers on the integrated-wealth-management platform at Envestnet Inc. — which services more than 650,000 investor accounts — now have access to a new set of retirement income tools called PlanHorizon.
A significant update to the popular financial planning program MoneyGuidePro was rolled out last week.
Today marks the start of another offensive in the war to attract and retain advisers through <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20090607/REG/306079968/1035&ht="" target="”_blank”" rel="noopener noreferrer">technology</a>.
Three months after the creation of Thomson Reuters, company executives are promising financial advisers that an improved platform is on the way.
Raymond James Financial Services revealed a new strategy for targeting “elite” registered investment advisers.
The most important thing for advisers to think about as we head into a new year is their reputation and image.
They used to ride desks and flog stocks, but now some Wall Street refugees are choosing to walk a beat and chase bad guys.
A legion of intrepid financial advisers are twittering, linking in and in many other ways harnessing the power of the Internet to network socially in a bid to expand their practices.
SEC has unanimously approved a proposal that would require mutual funds to use computer tags to label key information about fees, performance and strategies.
Extensible business reporting language, or XBRL, is a language standard used to communicate business and financial information electronically.
No one can accuse Christopher Cox of being a neophyte when it comes to technology.
Financial advisers beware: All Roth IRA conversion calculators are not created equal.
After the turbulent year that many advisers have had, your goals should be to stay focused and keep things simple. Your business plan should include dividing clients into appropriate categories, developing a detailed communications plan with investment and lifestyle ideas, setting goals for assets under management, creating tiered service levels, and devising a top-client asset retention strategy.
In a move likely to be replicated by most exchanges, the Nasdaq OMX Group Inc. announced this week that it will begin providing real-time latency measurement to its customers.
Cabinet NG, a document management and workflow software maker, this week launched two new tools the company says are intended to expedite searches and better access documents in its filing system <a href="//www.investmentnews.com/apps/pbcs.dll/article?AID=/20080219/PHOTOGALLERY/804931245/1102/INTechnologyNews03"" target="”_blank”" rel="noopener noreferrer">CNG-Safe</a> (an acronym for Safe Access Filing Environment)
Advent Software Inc. this week introduced an index data service that allows advisers to download index performance data from Standard & Poor's and Russell Investments directly into Advent Portfolio Exchange, its integrated portfolio and client relationship management system.
