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What advisers can take away from Google's annual i/o conference
A vision of how good virtual conferences — and possibly even prospect and client meetings — might look in the future.
What's now and what's next for Morgan Stanley's new trade tool
Trade Flow Insights provides brokers with across-the-board product sales data and insights about those who bought them.
NetDocuments launches an Apps Marketplace
Release of new content management and collaboration service accompanied by centralized location for third-party software development.
Attention rocket scientists: Quantopian launches trading pilot program
Just a quick post to pass along news from Quantopian, the open algorithmic trading development platform, trading platform and social hub for quants I first wrote about back at launch in January.
Cloud cover: Hosted version of Schwab's PortfolioCenter now available
Advisers using the portfolio management application can now have SPT host and maintain it for them
Android dominating much of the mobile world
While advisers remain heavy users of Apple iPads, much of the world is picking up a new Android smart phone or tablet.
Savant Capital takes advice online
Advisory firm now offering online version of investment advice available at offices.
Finect: They have built it (more or less). Will advisers come?
I really want to like Finect, the new social-media network that was launched into open beta last Tuesday.
Making Social Security claiming strategies a little easier
With all of the interspersed factors to consider when helping determine a client's best Social Security claiming strategy, software can be a godsend. But which tool offers the best output for the cost? I looked into and ran test scenarios through two of the most popular Social Security software
Pershing to introduce second generation of its mobile platform
Timing unclear but mockups likely at the firm's annual Insite conference in June
Fidelity Institutional Wealth Services to offer completely cloud-based desktop to RIAs
Offering will include office productivity applications in addition to the firm's WealthCentral platform.
Schwab website still on the fritz
Denial-of-service attack did not impact customer accounts or data, firm says.
Pershing integrates with Redtail Technology
Custodian meets CRM in what could be a boon to simplified onboarding for many advisers.
Comply or die: NRS upgrades 'manual' to the 21st century
Policy Architect will help advisory firms and broker-dealers keep policy manuals up to date, among other features.
Street appeal: Motif Investing attracts the interest of Goldman Sachs
Motif Investing has raised an additional $25 million in Series C financing from a number of investors, including, for the first time, Goldman Sachs & Co.Goldman's undisclosed investment in the firm joined existing investors including Foundation Capital, Ignition Partners and Norwest Venture
Explore your opportunities and be informed for your next move.
Mary Beth Franklin, InvestmentNews