Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Traders Magazine, a Markets Media Group publication, caters to the institutional sell side, buy side and exchanges. Focused primarily on North American equity and options markets, Traders Magazine ...

WHY IT RATES: BlenderSolutions launched BlenderWallet, a mobile travel assistant designed to improve client services, enhance travel experiences and generate additional revenue for travel agencies by ...

For RIAs, one of the most obvious, and immediate, benefits of an interactive client portal is a reduction in paper—and the operational costs that come with printing and mailing reports, commentary, ...

Simon Roche, senior vice-president, division executive, head of Capital Markets Business Process Services, FIS: We lead with an intellectual property (IP) and technology-first approach, and then BPaaS ...

We’re hearing a lot about technology priorities shifting in 2026. From your perspective, what are the biggest capital markets trends that will have the greatest impact on clients this year? From a ...

The customer is king in this hyper-competitive market. That means they deserve more than the best products or services. Building strong client relationships is also crucial for any business. Clients ...

HP is unveiling its first mobile thin client and dramatically increasing investments in thin client technology. HP unveiled its first mobile thin client and two additional desktop thin client products ...

Most people use some form of social media to maintain relationships. Perhaps financial advisors should do the same with clients? A follow or "like" from their advisor could go a good way to engage ...

Client advisory services (CAS) is the fastest-growing service area for CPA firms, and the rewards can be great. The median growth rate for CAS services was 17% in 2024, and CAS-related revenue is ...

Even though Notes/Domino 7.0 isn’t due for the next few months, IBM/Lotus has uncharacteristically put in motion its next significant platform overhaul that will fully merge the traditional Notes ...