India has well over 1 million insurance agents and a growing community of mutual fund sales people
Software aims to help advisors meet tougher regulatory requirements
Account size matters; youth counts
Version 5.6 released to Canadian users
Software firm has plans to release several tools in the next six months
Exempt Logic is designed to streamline work and increase transparency between dealers and issuers
Microsoft's new Windows 8 OS is here, along with a range of hybrid tablet/laptop computers to run it. Get ready for the "post-PC generation," in which traditional computer interfaces and formats evolve beyond what we're used to
Web-based platform addresses major challenges facing financial and investment advisors
Paperwork automation reduces errors and programming costs
Company marks launch with special pricing on software for financial planning professionals