IN Tech

Getting referrals gets easier with Retire Logix, PlannerSearch hookup

Wed, 23 May 2012 12:00:54 EST

Getting referrals gets easier with Retire Logix, PlannerSearch hookup

With refresh, Morningstar is all the more dominant in the variable annuity research sector

Mon, 21 May 2012 16:45:16 EST

Morningstar has completed a combo package it is calling Morningstar Annuity Intelligence; a refresh and integration of its Annuity Intelligence and Annuity Analyzer products.

Compliance consultancy NRS rolls out Rep Insight

Mon, 21 May 2012 12:17:37 EST

Rep Insight, a new module, has been announced by National Regulatory Services.

Schwab taps Tamarac as next integration partner

Thu, 17 May 2012 12:53:29 EST

Schwab Advisor Services announced today that Tamarac would be the latest and#8220;selected participantand#8221; to be added to Schwab's set of advisory platforms.

Surreal McCoy? New tool promises to put ROI of art into perspective

Thu, 10 May 2012 14:56:29 EST

Analytics service opens up whole new world for fiduciaries interested in paintings, sculpture

Personal Capital launches iPhone app

Tue, 8 May 2012 11:05:54 EST

Today you can add a free iPhone application to the list of tools Personal Capital provides its investor clients in managing their financial lives.

Gentle reminder and#8212; Windows XP support going bye-bye

Fri, 4 May 2012 12:15:14 EST

and#8216;Tis ironic.

Twitter trilling for Enterprise

Fri, 27 Apr 2012 16:07:58 EST

I was struck yet again this morning by the aggregative (if that is a word) power and immediacy of the Twitter social media application.

Google Drive, financial advisers should drive right on by

Thu, 26 Apr 2012 18:31:17 EST

I have already received a few e-mails from readers regarding Google's rollout of its new Google Drive online storage system.

Hey B-D, NASD Rule 3010 audit management got you down?

Fri, 20 Apr 2012 16:47:08 EST

No, I have not seen it yet myself but it certainly sounds good.

More on the inner-workings of the MyNewFinancialAdvisor platform

Mon, 16 Apr 2012 15:00:53 EST

When it came to this week's column on MyNewFinancialAdvisor.

New hybrid platform being rolled out by Private Client Resources

Thu, 5 Apr 2012 17:50:53 EST

Some advisers may not know Private Client Resources but with their new offering it is likely more registered investment advisory firms will take notice.

FeeCheck and CommissionCheck integrated into Morningstar Advisor Workstation

Mon, 2 Apr 2012 12:15:32 EST

In this week's Tech Update column I go on at some length about the new partnership Morningstar Inc.

Brinker Capital unwraps tablet allocation app

Fri, 30 Mar 2012 14:53:28 EST

To reach younger investors and solve a common investment problem in one technological shot, investment management firm Brinker Capital Inc. has come up with a free tablet application that calculates relative returns versus absolute returns.

Income Discovery, much more than just annuities

Fri, 23 Mar 2012 15:21:56 EST

First, the Income Discovery application that was one of the subjects in my last column is about a lot more than using just annuities.