Go with the flow? Maybe not. When looking at options to update your firms’ technology, sometimes keeping things simple—and separate—is the best option.
Miss a connecting flight on the way to meet a client? Forget standing in line waiting for a customer service rep. FlightBoard will get you back on track in seconds. This clever app, which resembles the airline listings at the airport...
Insurance Technologies, LLC, a provider of innovative sales and regulatory automation solutions to the insurance and financial services industries, announced today that Crowell Weedon & Co., a full-service stock brokerage and money management...
WEST DES MOINES, IA – August 23, 2012 - Sammons Retirement Solutions, Inc.SM, which develops and distributes products focused on IRA rollovers and other retirement assets,today announced the launch of LiveWell ModelsSM, a series of risk...
ST. PETERSBURG, Fla. – Raymond James is introducing Goal Planning & Monitoring ─ an innovative new financial planning software solution, powered by MoneyGuidePro® ─ to its financial advisors throughout the firm...