Laserfiche announced today the availability of a prepackaged integration with Salesforce.com, designed specifically for registered investment advisers (RIAs).
DWS Investments, the U.S. retail unit of Deutsche Bank’s Asset Management division, has announced a change in name and strategy for the DWS Europe Equity Fund.
Bay Colony Partners and Dynamic Wealth Advisors are working together to provide a wealth management platform for customer portfolio management and client reporting.
Matthews International Capital Management, LLC (Matthews), adviser to the Matthews Asia Funds, has introduced an Institutional share class for nine of the Matthews Asia Funds.
The Principal Financial Group has introduced the Principal Advisor Compensation Application to provide direct access to a consolidated and summarized view of compensation statements.
Morningstar has launched its latest free mobile Morningstar.com application for Android smartphones that aims to help investors track their portfolios and monitor the markets.
TD Ameritrade is offering retail investors and independent registered investment advisers (RIAs) access to new issue municipal market through M.R. Beal.