Cheshire Software Inc. has released an updated version of its Cheshire Wealth Manager planning program, which helps advisers develop both lifetime plans and simpler, goal-based plans for clients.
The first thing adviser Karin Lopez-Gerber does upon arriving at her office is examine her client downloads from the night before.
Focus Financial Partners LLC, which calls itself the largest partnership of wealth management firms in the world, is securing a new capital infusion to help it service outstanding bank debt and continue its business of acquiring stakes in large registered-investment-advisory firms.
CashEdge Inc. is now making its AllData Advisor account aggregation service available to financial advisers via a self-service online subscription.
Most financial advisers can relate to the challenges of handling smaller accounts that are inherited from the relatives of existing clients, or are in the form of small “orphaned” retirement accounts.
Cheshire Software Inc. has released an updated version of its Cheshire Wealth Manager planning program, which helps advisers develop both lifetime plans and simpler, goal-based plans for clients.
A significant update to the popular financial planning program MoneyGuidePro was rolled out over the weekend.
Financial advisers lack the strategies and tools to service small accounts effectively, according to a recent Russell Investments survey
In whatever way Congress and the Obama administration eventually change the national health care system, there is one segment of the health care market where reform has already begun and is gaining momentum.
Two technology developments came out of the Nasdaq OMX Group Inc. this past week: a new social network and an iPhone application.
John Taft, president and CEO of RBC Wealth Management, will serve as chairman-elect.
The beta of Kapitall — an investing website intended for consumers or advisers — was launched yesterday.
NorthStar Systems International on Monday unveiled Turnkey Advisor Desktop Solution.
A jury will return Tuesday to further deliberate the fate of a Minnesota businessman accused of operating a Ponzi scheme that cost investors more than $3.5 billion.
Many of your retired clients are discovering their accumulated savings are insufficient to meet their current expenses, which translates into a need for more income. In a survey by the Longevity Alliance Inc. of Washington, 42% of retirees said changes in their financial situation would cause them to think about going back to work and 29% said changes in health care coverage would be a key factor in that decision.
Small advisory firms and sole practitioners, especially those just starting out, often don't know where to turn for expertise in selecting technology and software.
The SEC may be examining fewer investment advisers than ever, but when it does pay a visit, even routine exams are more demanding, according to lawyers, consultants, advisers and the agency itself.
WealthTouch Inc. this week announced an addition to its Institutional Reporting Module which it is calling the Share of Wallet Report.
Fiserv, Inc. has released version 5.6 of its Investment Management Solution. The solution is a soup-to-nuts trading platform that supports everything from account screening and portfolio validation to order generation and trade execution.
