Merrill Lynch is preparing to outsource its entire data and transactions system for private client stockbroking in a deal estimated to be worth at least $1 billion over five years, according to a ...

The primary function of a client-server system is to create a division of labor between a centralized server and the individual computers that are running your software. This model has a number of ...

Data ownership is emerging as a hot topic in the financial advice industry, as firms and advisers grapple with how to harness the right kind of data to provide more insightful financial planning. With ...

Considering the fact that more and more employees are bringing mobile devices into the workplace for business use, firms are pursuing to manage contents that are accessible on those devices to make ...

Sheryl Rowling’s new Practice Wise column is available first in Morningstar Office Cloud. In the old days, keeping clients' data secure was pretty easy. It just required a lock and key. Now, with ...