September 1st, 2009
Advisors Trusted Advisor now offers the Roth 2010 Conversion Package,
containing marketing tools, education materials, and a Roth conversion
August 18th, 2009
Curian Capital, LLC, announced the launch of the Curian Custom Wealth
Platform, a unified managed household (UMH) solution offering investors
an aggregated view of their Curian holdings.
August 10th, 2009
Pershing LLC said it has begun providing its introducing broker/dealer
and independent registered investment adviser (RIA) customers with
access to a performance reporting solution from Black Diamond.
May 11th, 2009
Charles Schwab released a report outlining best practices for planning, selecting, and implementing customer relationship management (CRM) systems for independent investment advisers.
April 29th, 2009
AdviceAmerica, a provider of financial adviser software solutions, announced the next generation of its AdvisorVision product.
February 17th, 2009
Is most of your office life managed in Outlook? Well AdviceAmerica now offers a client relationship management solution that can be operated there too.
January 28th, 2009
Geneos Wealth Management announced the latest improvement to its technology platform, Artesian CRM 3.0.
January 26th, 2009
Financial advisers are a mobile bunch and increasingly want access to client data and other services from their mobile phones.
October 29th, 2007
According to a new report published by Schwab Institutional, the best-managed advisory firms have clear and long-term strategies for their technology investments, but many advisers are under-utilizing existing systems and spending money on new solutions without gaining much efficiency.