02/10/2013

Will Mobile Technology Reshape Wealth Management?

A number of advisory firms, broker-dealers and technology platform providers have announced the development of mobile solutions to meet the growing demand for anytime, anywhere access and next generation practice management tools.

01/27/2013

Dion launches Fatca Trac Indicia check service

Dion Global Solutions has announced that it has launched the Fatca (Foreign Account Tax Compliance Act) TRAC Indicia Check Service to assist financial firms in making an initial assessment of the impact of the Fatca regulations on their business.