An enterprise collaboration tool known as Intellinote, which is rapidly growing in popularity and workplace usage, just announced new real-time features that could further enhance the product's use, the company announced in a press release.
An influx of year-end rebalancing orders at Morgan Stanley’s wealth management division has impaired the firm’s ability to tweak customers’ accounts, according to an unnamed source. So reports Fox Business.
It’s easy to become excited about making new technology acquisitions, but advisors should follow a few simple steps to make sure their computer purchases aren’t overly emotional. So reports ThinkAdvisor.
Start-up firm Finect seeks to simplify marketing with social media by allowing investment professionals to manage different social media platforms, including Twitter and Linked, in a single location, reports AmericanBanker.com.