-
By Marlene Y. Satter, AdvisorOne |
December 12, 2012
This week in new hires,Commonwealth Financial tech guru Darren Tedesco was named to the 2013 Premier 100 IT Leaders list; Todd Scharf was named CTO by the SEC; and more.
-
By Janet Levaux, AdvisorOne |
August 24, 2012
The new programs focus on daily trading operations as well as financial planning, the firms say.
-
By Janet Levaux, AdvisorOne |
December 26, 2011
Commonwealth Financial Network said it recently added a number of improvements to its online portfolio platform Investor360°. These enhancements, according to the independent broker-dealer, boost the scope of asset information on the platform and allow its affiliated representatives to look at more performance reporting and daily gain/loss data, while also...
-
By Janet Levaux, AdvisorOne |
November 18, 2011
The updated technology brings together more asset information and daily performance data, including holdings in alternatives assets and assets being custodied at a variety of firms.
-
By John Sullivan, AdvisorOne |
August 16, 2011
Commonwealth Financial Network announced the launch of Commonwealth Model Management Tuesday, a trading platform for 'systematic managing and rebalancing of client portfolios.'
-
By Joyce Hanson, AdvisorOne |
May 20, 2010
Commonwealth Financial Network has released a revised version of its CRM 4.0 contact management system that includes two-way wireless synchronization, an updated Web-based calendar,...
-
By Lauren Barack |
June 1, 2007
While broker/dealers have thrown practically everything technology-wise but chicken soup at advisors over the past several years, they've learned that choice can be overpowering. Sure, having...
-
By Lauren Barack |
September 1, 2006
Just as any fashion starts to look old after a season, so, too, does technology. Moreover, those early-adopter advisors who rejoice while playing with the...
-
By Melanie Waddell, AdvisorOne |
September 1, 2005
Next month, the Securities and Exchange Commission will begin requiring that advisors have a business continuity or disaster recovery plan in place. Quite a few...