Advisor Applications
Bing Ties Yahoo As The No. 2 Search Engine In America
Microsoft’s Bing is slowly eclipsing Yahoo as the No. 2 search engine in the U.S., according to comScore. Both sites now have about 15% of the market, although that’s just a 0.2% rise from last month for Bing.
Man Bites Dog: MoneyGuide Pro Criticized By Advisor; An Update On PIEtech
The headline represents what journalism professors call a “man-bites-dog” story. MoneyGuide Pro is so beloved by advisors that saying it was criticized is news.
So when New Jersey advisor Tim Knotts criticized the most vaunted vendor in the RIA software business in a comment on A4A yesterday, it drew my attention.
TD Ameritrade Demos How Its New Electronic Signature App For Clients Of Advisors Streamlines An RIA's Work
TD Ameritrade Institutional (TDAI) just showed me its new system to help advisors get client signatures electronically.
To streamline the process of getting clients to sign account applications and other documents, TDAI integrated its brokerage recordkeeping system for investment advisors with LaserApp, an app for automatic form-filling used widely in the financial services industry, and DocuSign, an app for collecting electronic signatures securely.
BondDesk Completes BondWorks Rollout At Raymond James
About 5,400 financial advisors now have BondDesk's fixed income platform, which, accroding to a press release, connects broker-dealers through a centralized marketplace by offering a diverse pool of liquidity for odd-lot fixed income securities in multiple asset classes.
BondDesk says it executes over 20,000 transactions per day by providing 2,000 broker-dealers access to 100,000 live and executable offerings from over 100 premier fixed income dealers.
Any thoughts on BondDesk from readers?
Wealthfront, A Potentially Disruptive Online Wealth Management Solution, Is Funded By Silicon Valley Bigshots And Competes Against Advisors
Wealthfront is the latest in a series of incarnations of a wealth management platform funded by major Silicon Valley investors including Netscape founder Marc Andreessen and Jeff Jordan, former president of PayPal. And with each new incarnation, Wealthfront is learning from its mistakes and refining its business model and wants to become a competitive threat to advisors.
Founded in 2008 with more than $10 million in venture capital, according to TechCrunch, Wealthfront’s management team includes veterans of eCommerce and university endowments. Partners at Benchmark Capital, Index
More Articles ...
- A New Salesforce Integrator Targeting Advisors Springs Up From Nowhere
- PortfolioCenter And Advent Reporting Integration With AdvisorVault Is Improved
- For BDs, Compliance Is Only A Start In Advisor Use Of Social Media
- Morgan Stanley's Technology Glitch Highlights The Split Within The Firm's Two Cultures
