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Wall Street & Technology
March 19, 2007 |
Scivantage Releases Automated Tax Reporting System The company unveiled its new automated cost-basis and portfolio tax reporting system, Maxit. The vendor says it hopes to attract financial advisers and individual investors who are searching for ways to reduce the complexity of the investment tax process.   |
Wall Street & Technology
November 18, 2005 |
Workstation Vendor Ratings When it comes to broker workstations, Aite Group reports a highly competitive market in which both small and large vendors are scrambling to meet the changing needs of the financial adviser workforce. |
On Wall Street
November 1, 2012
Mason Braswell |
Back Office Headaches: Inefficiencies Delay Account Opening Inefficiencies in account opening irk advisors and potential clients alike. |
Insurance & Technology
May 18, 2004 |
Cyber News It Pays to Webvisit... DST Vision Enhanced... Myanthem Announced... etc. |
Bank Systems & Technology
January 1, 2007
Nancy Feig |
Opening Up: Banks Expand Customer Reach With Online Account Opening Online account opening is becoming a cost-saving must-have for financial institutions. |
Financial Advisor
June 2005
Raymond Fazzi |
Regulatory Challenges Top Broker-Dealer Agenda Rarely has the potential of the financial advisory business, with a huge demographic wave of baby boomers approaching retirement, looked brighter. But never has the regulatory climate been more challenging. |
Financial Planning
June 1, 2005
Black & Liptow |
FP50: The Rising Tide Among the 50 largest independent financial advisory firms--this year's FP50--revenues and assets under management were up, and losses were down. The leaders are holding their top slots, while many newbies are growing at a dramatic clip. |
Insurance & Technology
February 19, 2004 |
Cyber News Aig launches site... Dst vision enhanced... Travelers web system...Etc. |
Commercial Investment Real Estate
Sep/Oct 2003
Jim Young |
Industry Conference Highlights Technology's Role in Brokerage Evolution Technology products and systems showcased at this year's Realcomm conference in Chicago affect how commercial real estate professionals develop, lease, manage, buy, and sell property. Of all the industry segments, brokerage in particular benefits from these technological advances. |
Financial Planning
October 1, 2010
Brian Hamburger |
Regulation Season A look forward at the real effects of regulatory change - and they could be as unattractive as they are expensive. |
Wall Street & Technology
June 22, 2009
Melanie Rodier |
The Urgency and High Price of New Cost Basis Reporting Law Even while many financial firms are unaware of new cost basis reporting requirements, the deadline for compliance is fast approaching -- and the cost to comply won't be cheap. |
