Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

CRM July 10, 2015 Anna Convery	4 Steps to Using Automation to Transform Your Enterprise Leave decision making to humans, but automate (or eliminate) the processes that lead up to it.
Wall Street & Technology January 24, 2006	Get Yer Red-Hot Derivatives Here! The derivatives market is heating up, and IT spending on derivatives management will experience a steady increase over the next four years, according to a new study.
Wall Street & Technology October 26, 2005	Missed Opportunity Brokerages are missing a cost-effective opportunity to gain new customers and are lagging behind their banking peers by failing to offer online account opening services, according to a study.
Registered Rep. March 30, 2009 David A. Geracioti	Bank of America Leading Bank Brokerage in 2008 BofA brokerage posted $1,792.9 million in "investment income" in 2008 -- way ahead of the second-largest, Wells Fargo.
Wall Street & Technology April 11, 2008 Cory Levine	Hedge Funds Say Technology Is Critical to Business Hedge funds are focusing their technology efforts on improving automation around OTC derivatives, as well as adding collateral management technology and exerting better control over prime brokerage charges and rates, according to a new Aite survey.
The Motley Fool July 30, 2009 Dan Caplinger	What's the Best Way for You to Invest? You've got a lot of choices in the financial services arena.
CRM July 2014 Denis Pombriant	Omnichannel Strategy Begins with Platform The technology that changed business is now being changed by business.
Wall Street & Technology April 26, 2007	Online Brokerage Customers Can Be Fickle More Than 20 Percent of Online Brokerage Users Are Considering Changing Brokers Online brokerage tools play a significant factor in retaining existing clients, a new report notes.
Registered Rep. July 7, 2011 John Aidan Byrne	Good On-boarding A Key Competitive Edge For Wealth Management Firms Good on-boarding can be a selling point with advisors and their clients, who may be convinced to give the firm a larger share of their assets, while poor on-boarding efforts can cause clients to pull their business.
The Motley Fool January 10, 2007 Dan Caplinger	You Can Start Small You don't need a big bankroll to start investing. A wide range of options are available for investors of modest means, so that you can take what you've already saved and get started.
CIO July 1, 2004 Elana Varon	Mutual Benefits To regain investor confidence and improve the bottom line, the mutual fund industry needs to integrate transactions up and down the supply chain.
U.S. Banker August 2006 Lee Conrad	Banks Refocus Staff and Mutual Funds Sales Surge Banks are making a fundamental change in the way they sell mutual funds by streamlining the process and unleashing a bigger, less expensive, sales force.
The Motley Fool April 8, 2004 Selena Maranjian	Switching Funds in an IRA How easy is it to move money from one fund to another, or from a fund to stocks?
Wall Street & Technology April 14, 2006	Leaky Online Channels Financial institutions are losing business as a result of sales leakage in their online channels, according to a new study from Aite Group that surveyed U.S. institutions' ability to respond to online inquiries from prospects.
The Motley Fool February 19, 2009 Dan Caplinger	The Only Way to Stop Losing Money By taking charge of investing your own large portfolio, you can save a bundle in fees.
The Motley Fool January 5, 2007 Selena Maranjian	Brokerage Questions for Beginners Know what to ask before you start investing.
The Motley Fool May 15, 2008 Dan Caplinger	Don't Pay Your Broker for Free Funds No-load funds don't cost a dime to buy -- except from some brokers.
The Motley Fool September 1, 2006 Selena Maranjian	Think You Can't Get Rich in Funds? You can get rich in mutual funds. You just need to find some great ones.
Managed Care September 2005	Improving Processes Easier Said Than Done Nearly all health plans intend to increase business process automation in the next two years, primarily to decrease errors while increasing productivity, according to a study.
Wall Street & Technology May 28, 2008 Cory Levine	Client Relationships Are Key for Wealth Managers Aite Group study finds that subject matter expertise and listening skills are most important to clients in building a strong financial planning relationship.
Financial Advisor May 2008 Michael C. Keenan	The Elephant In The Living Room The transaction costs charged by mutual fund managers are often a significant, if clandestine, part of the fund business, but some Washington lawmakers are trying to change that.
The Motley Fool October 16, 2006 Dan Caplinger	Get More Than You Pay For Although open-end mutual funds make up the majority of all mutual funds available to investors, there's another type that acts much differently. Closed-end mutual funds, carry with it inefficiencies that astute investors can observe and use to their advantage.
JavaWorld October 2001 Frank Sommers	Survival of the fittest Jini services, Part 3 This article explains the default transaction semantics based on the two-phase locking (2PL) protocol, and offers guidelines for its implementation in services based on activatable RMI objects...
JavaWorld July 2001 Yasmin Akbar-Husain & Eoin Lane	Optimistic Locking pattern for EJBs How to construct an optimistic locking solution that produces transactionally safe EJB code, portable across all application servers. The authors implement the solution in a versioned entity bean for fail-safe concurrent updates...
The Motley Fool December 7, 2004 David Gardner	Finding the Best Funds Here's how you can climb to the top of the mutual fund heap.
The Motley Fool October 9, 2009 Dan Caplinger	This Much-Hated Investment Could Actually Help You Few investments inspire such devotion and scorn as annuities.
Wall Street & Technology November 21, 2006	Ready for FFIEC A new report from Boston-based Aite Group shows that the financial services industry is geared up for the Federal Financial Institutions Examination Council's end-of-year deadline for outlining a plan for stronger online authentication.
Insurance & Technology January 15, 2008 Nathan Conz	Annuities Carriers Cooperate On NAVA STP Initiative To Improve Service Levels Under the National Association for Variable Annuities straight-through processing initiative, carriers are looking to improve service levels and processing times, which could eventually change the way they view competitive differentiation.
Entrepreneur January 2004 Scott Bernard Nelson	Under Fire Is it still possible to invest without getting burned?
Registered Rep. November 4, 2011 John Aidan Byrne	Rep-as-Portfolio Manager Programs Taking Off Despite the compliance hurdles, more than one third of financial advisors see direct handling of clients' assets by FAs acting as their portfolio managers clearly outpacing other fee-based management styles in the next three years.
World War II Max Gadney	Weapons Manual - Birth of the Bazooka Want to know how bazookas in World War II worked? Check out this Weapons Manual.
The Motley Fool July 2, 2007 Selena Maranjian	Declare Independence From Your Broker You don't need to be a genius to improve your portfolio's performance, and the best way to do so may involve casting off the shackles of your current brokerage.
U.S. Banker August 2008 Anthony Malakian	Despite Annuity Demand Banks Don't Respond Community bankers should take note that they're trailing their bigger brethren when it comes to offering a product rich in fees that consumers increasingly desire in uncertain times: annuities.
HBS Working Knowledge December 22, 2003 Jim Heskett	Summing Up: Is This the Twilight Era for the Managed Mutual Fund? At one end of the spectrum are the feelings largely of investors. There is also a suggestion that the job of the money manager may change. Is the managed mutual fund worth saving? If so, what needs to be done?
The Motley Fool June 1, 2006 Selena Maranjian	The Best Brokerages for Mutual Funds Mutual fund investing can be unnecessarily expensive at some brokerages.
JavaWorld July 2000 Sanjay Mahapatra	Transaction management under J2EE 1.2 This article provides an overview of transaction management in the Java 2 Platform Enterprise Edition (J2EE) and discusses the benefits and tradeoffs of various transaction-management options.
The Motley Fool January 7, 2004	Beating the Market Can an actively managed mutual fund consistently post market-beating returns?
Registered Rep. February 27, 2004 David A. Gaffen	Regulators, Industry Still Divided On Mutual Funds David Brown, bureau chief of investment protection in the New York Attorney General's office, said insurance companies who sold mutual funds wrapped in variable annuities, along with banks and law firms, may end up becoming targets of Eliot Spitzer's ire in coming months.
Wall Street & Technology July 1, 2005 Maria Santos	Investor Distrust According to a recent survey, less than one-third of U.S. households agree that their mutual fund companies can be trusted to advertise honestly, outperform their competitors or even do the right thing.
The Motley Fool April 13, 2004 Dan Otter	Annuities in a 403(b) or 457(b)? Before you invest in an annuity, make sure there aren't better options available. It won't take long to find them.
Wall Street & Technology February 14, 2006	Small Businesses Big Biz for Banks Capturing small businesses as banking customers will be a top priority for many banks this year, according to a new report.
The Motley Fool October 11, 2006	On Funds and Meetings If you hold shares through a mutual fund, can you attend annual company meetings?
The Motley Fool March 17, 2004 David Gardner	Finding the Best Funds David Gardner rolls out a new service to help you climb to the top of the mutual fund heap.
The Motley Fool December 8, 2005 Tom Taulli	Fidelity Soft No More Payment via soft dollars is an age-old practice on Wall Street, but its days may be numbered. In fact, this week, Fidelity indicated that it will now pay for mutual fund research from Lehman Brothers. This is good for investors.
Bank Technology News October 2008 Anthony Malakian	CRM the Top Priority Looking to grab marketshare, many institutions plan to throw money at customer relationship management and sales automation solutions over the next two years.
The Motley Fool December 26, 2006 Selena Maranjian	Kiss Your Brokerage Goodbye If you're fed up with your brokerage and don't like having to pay that commission every time you buy or sell a stock or mutual fund, know that you have some choices.
IndustryWeek March 1, 2008 John Teresko	Winning with Manual Machines Despite the promise of CNC equipment, many job shops still find that manual machines are getting the job done.
U.S. Banker December 2005	Investment products: Index-Rate Annuity Sales Surge at Banks Nationwide A once-obscure product, the equity-indexed annuity, is climbing steadily in popularity -- representing a major sales opportunity for banks -- thanks to its higher recent returns than the traditional fixed annuity.
Registered Rep. August 9, 2011 Diana Britton	Insurer-Affiliated Reps Show Increased Interest in Selling Investments Advisors affiliated with insurance companies are not locked into the insurance commission mentality; many of them looking to diversify their sources of revenues with other types of investment products as well as AUM-based fees.
Commercial Investment Real Estate Jan/Feb 2003 Jim Young	Automate Your Business With an Internet-Based Information System Automated information processing can help commercial real estate companies increase client satisfaction and profitability.