FinTech

The Case For Integration

by Joel P. Bruckenstein

Fidelity thinks RIAs will benefit from integrated platforms like its new WealthCentral.

Brewer Financial Adds Ameriprise Advisors

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Brewer Financial Services on Wednesday said it added four Ameriprise financial advisors...

New Schwab Center Opens At Texas Tech

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Texas Tech University's College of Human Sciences has opened the new Charles Schwab Personal Financial ...

Breaking Gridlock?

by Andrew Gluck

After taking a big buyout, Matt Abar is re-emerging with new portfolio management software ...

Skipping Bells And Whistles

by Joel Bruckenstein

Advisors are likely to focus on core technology products this year ...

Wealth Of Knowledge

by Joel P. Bruckenstein

Find the answers you and your staff need to be successful in a virtual world.

Technology And Your Future

by David J. Drucker

The conference's general sessions will cover buying software, educating staff and creating good work flow processes.

Advisor Emporium

FTSE Expands Environmental Indexes FTSE Group is expanding its FTSE Environmental Opportunities Index Series with the addition of nine new indexes designed to appeal to...

Scottrade Adds Portfolio Director Software To Platform

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Scottrade Advisor Services today said it added ...

Securian Completes Capital Financial/H. Beck Purchase

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Securian Financial Group on Monday said it ...

Beyond Paperless

by Joel Bruckenstein

Laserfiche Avante's document management and other features allow advisors to find new ways to structure work flow.

Managing The In-Betweens

by Andrew Gluck

Portfolio manager and author Mark Kritzman says it's important to manage for market turbulence as well as strength.

Ex-Schwab Exec Goldman Joins Fidelity

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Charles Goldman recently left Schwab Institutional after he was the odd man out in an organizational reshuffling ...

Citigroup To Cut 53,000 Jobs

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Citigroup Inc. said Monday it will slash about 53,000 jobs in an effort to reduce costs...

Citigroup Fined $300G For Lax Broker Trading

The Financial Industry Regulatory Authority said today it fined Citigroup Global Markets $300,000 for not properly...

War Breaks Out For Wirehouse Brokers

by Gail Liberman

The fee-based/fee-only RIA models are the practices of choice for high-end advisors with an entrepreneurial spirit.

Disclose, Baby, Disclose

by Raymond Fazzi

Compliance issues can be a challenge for someone switching from a wirehouse to an independent advisor platform.

Work In Progress

by Joel Bruckenstein

Sharelogix is promising, but rough around the edges.

The Power Of PDFs

by Joel Bruckenstein

Adobe's latest version of Acrobat can add real value to your practice.