Aug 30, 2012

The amount of data that financial firms are required to keep is piling up. Storing it is easy. But finding what you need gets harder and harder.

Quadron Data Solutions and Redtail Technology Tighten Integration between Client Management and Account Opening with Two-Way Visibility of Shared Data

Aug 27, 2012

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Sammons Retirement Solutions, Inc. Launches LiveWell Asset Allocation Models(SM) Powered by Morningstar Associates

Aug 24, 2012

WEST DES MOINES, IA – August 23, 2012 - Sammons Retirement Solutions, Inc.SM, which develops and distributes products focused on IRA rollovers and other retirement assets,today announced the launch of LiveWell ModelsSM, a series of risk...

Laser App Software Launches Laser App Anywhere

Aug 24, 2012

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RAYMOND JAMES LAUNCHES “GOAL PLANNING & MONITORING” - INNOVATIVE NEW SOFTWARE FOR ADVISORS

Aug 17, 2012

ST. PETERSBURG, Fla. – Raymond James is introducing Goal Planning & Monitoring ─ an innovative new financial planning software solution, powered by MoneyGuidePro® ─ to its financial advisors throughout the firm...

Insurance Technologies Launches VisibleChoice® 3.0 -- New Features Include Comprehensive Annuity Sales and Suitability Capabilities and Mobile Accessibility

Aug 16, 2012

COLORADO SPRINGS, CO, August 8, 2012 – Insurance Technologies, LLC, a provider of innovative sales and regulatory automation solutions to the insurance and financial services industry, announced today the launch of VisibleChoice® 3.0...

App Review: Yelp For a Quiet Corner

Aug 14, 2012

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Q&A: Mark Clancy Believes Even Little Guys Can Help Stop Cyber Threats

Aug 14, 2012

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It’s the Tablet’s Time

Aug 14, 2012

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Revenge of the Nerds: A Look at Your New Client

Aug 13, 2012

Remember those geeks in high school with glasses and pocket protectors? They could be your next client. By this year, rank-and-file tech employees are expected to generate $100 billion of new wealth, according to Andy Rachleff, CEO of Wealthfr...