Schwab Performance Technologies of Raleigh, N.C., which acquired Etelligent Consulting Inc. in February, said last week that a revamped version of the Etelligent product is now available on Schwab's PortfolioServices platform.
You now have the tools to plan your lifestyle events, but have limited resources to help you execute. What do you do?
Salesforce.com Inc is going after the independent adviser market with Salesforce for Wealth Management, a customized, adviser-focused version of its popular customer relationship management application.
Your Silver Bullet is creating a single standard on which members can base future software projects.
A successful program starts by listing all your communications to top clients, and entering the items on a calendar.
No single vendor dominates the market for financial planning software and advisers are divided fairly evenly on whether they prefer self-hosted applications or applications hosted on the web.
Leveraging technology to drive growth, and handling information overload and system integration, were among the concerns advisers discussed at an InvestmentNews technology round table.
NYSE Euronext filed proposed rules meant to allow the institution to become more competitive and efficient.
SunGard Data Systems today released version 3.0 of its WealthStation wealth management platform.
The exchange is attempting to provide its customers with complex event processing capabilities.
Both brokers and insurers bear responsibility for the suitability of variable annuity sales, but at different points in the sales process, industry officials said at a conference last week.
Your Silver Bullet is creating a single standard on which members can base future software projects.
Advisers and the vendors serving them agree the Internet — first as a communication tool and later as home to numerous hosted applications — is the single most important technology innovation affecting the industry in the last decade.
Wirehouse brokers have had to respond to many changes in the industry in the past decade.
Considering that the age of the typical financial adviser is between 52 and 60, it is safe to assume that a tidal wave of advisers will exit the business over the next 10 to 15 years.
A combination of regulatory developments and court cases since 1998 has molded annuities and insurance products into what they are today — and that development continues.
Merrill has hired John Tyers, formerly one of the heads of Bear's defunct clearing and custody business.
