Intuit

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  Stock Picking Goes Social as Stockr, aSpark Debut

  By Joyce Hanson, AdvisorOne  |  September 13, 2012

  Compliance issues be damned: tech entrepreneurs are moving full speed ahead into the finance space with social networking and mobile apps.

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  Acquiring Minds

  By Dan Skiles  |  July 28, 2011

  Recently there have been a number of mergers and acquisitions among technology companies that are focused on serving the needs of advisors.

• Tax Filing? There’s An App for That

  By John Sullivan, AdvisorOne  |  April 18, 2011

  TurboTax maker Intuit releases smart phone filing capability.

• It's Time to Provoke Your Clients

  By Jane Wollman Rusoff  |  July 1, 2009

  Don't hide from your clients in the worst economic downturn since the Great Depression -- provoke them! That's the advice of Philip Lay, co-founder and managing...

• Getting It Together

  By Staff Writer  |  March 1, 2007

  Online account aggregation, the process of collecting positions, balances, and transactions from Web sites and online sources for multiple accounts, and presenting the combined statement...

• THE GLUCK REPORT, Part I: Enter the Giant

  By Staff Writer  |  October 1, 2005

  In what could emerge as a pivotal development in the evolution of the independent advisor segment of the financial services industry, Intuit is launching a...