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Financial Advisor
December 2006
Andrew Gluck
PMS Gridlock Portfolio management software is the heart of an advisory practice -- so why are there so few options? (Hint: look in the mirror.) mark for My Articles similar articles
Financial Advisor
April 2007
Andrew Gluck
Silver Bullets And Web Services Web services have been around six years, but they are just starting to offer what advisors need. mark for My Articles similar articles
Financial Advisor
June 2006
Andrew Gluck
Portfolio Software Newcomers A look at three companies offering portfolio management software for your financial advisory firms: Cornerstone Revolutions... AssetBook From Major Technology Resources... PortfolioMinder... mark for My Articles similar articles
Financial Advisor
October 2006
Andrew Gluck
The Best Software You Might Never Own Smaller advisory offices face tough choices about what they will pay for their portfolio management programs. mark for My Articles similar articles
Investment Advisor
October 2005
Andrew Gluck
The Gluck Report, Part I: Enter the Giant Intuit has developed a portfolio management system for advisors. Moving into the advisor channel is but the latest in a string of efforts to target niches in small business verticals. mark for My Articles similar articles
Investment Advisor
September 2005
Andrew Gluck
The Gluck Report, Part I: Second Act A Techfi pioneer returns with new portfolio management software: although Rob Major has some work to do over the next year or two to make AssetBook a viable competitor, there's a good chance he can overcome the hurdles. mark for My Articles similar articles
Financial Advisor
September 2009
Andrew Gluck
Trimming The Sails Schwab Institutional and Albridge up the ante and upgrade their platforms to boost advisor efficiency. mark for My Articles similar articles
Financial Advisor
December 2007
Andy Gluck
What The Tech Deals Mean To You Nearly a decade since the first Internet applications for advisors appeared, we are seeing their adoption and acceptance in all corners of the industry. What does it mean now? mark for My Articles similar articles
Investment Advisor
December 2005
Andrew Gluck
The Gluck Report, Part I: The Big Three's Tech Plans for 2006 New tech initiatives from the leading custodians have lots of features aimed at attracting and winning over RIAs without making them feel like they're losing their independence. We talk to the tech heads at Schwab, Fidelity, and TD Waterhouse. mark for My Articles similar articles
Financial Advisor
March 2008
Joel Bruckenstein
Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers. mark for My Articles similar articles
Investment Advisor
June 2006
Kathleen M. McBride
Stretched For broker/dealers who are already stressed, dually registered advisors are a challenge being met in varied ways. mark for My Articles similar articles
Financial Advisor
March 2011
Andrew Gluck
2011 Tech Trends Advisors should notice these six developments over the coming year. mark for My Articles similar articles
Investment Advisor
January 2006
Andrew Gluck
The Gluck Report: Financial Planning's Future Financial planning software is better than ever. Here's a look at what the big four are up to: Financeware... Profiles+Professional... MoneyGuidePro... NaviPlan Extended... mark for My Articles similar articles
Financial Planning
December 1, 2012
Joel Bruckenstein
Financial Planning 2012 Tech Survey The readers of Financial Planning evaluate the software, hardware, mobile devices and advisory platforms that planners use most. mark for My Articles similar articles
Registered Rep.
March 1, 2006
Allen Plummer
The Tech Decision Matrix Independent contractors or registered investment advisor reps have tough decisions in choosing their back-office and tech solutions. Here's what they need to consider. mark for My Articles similar articles
Financial Advisor
January 2011
Andrew Gluck
A Game Changer TD Ameritrade becomes the first major custodian to open its database so it can integrate with virtually any software firm supporting RIAs. mark for My Articles similar articles
Financial Advisor
November 2007
Andy Gluck
Eight Leading Innovators These firms are changing the financial services industry for the better. ByAllAccounts... PIE Technologies... etc. mark for My Articles similar articles
Financial Planning
December 1, 2010
Joel Bruckenstein
Technology Survey 2010 With the renewed interest and investment in advisor technology, we expect to see further gains next year. It is a slow process, but as an industry we are becoming more technologically proficient. mark for My Articles similar articles
Registered Rep.
September 24, 2015
The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services. mark for My Articles similar articles
Financial Advisor
July 2010
Bernie Clark
Gunning For Growth RIA firms estimate that they'll see 15% revenue growth this year. An emphasis on efficiency will free principals to go after new business again. mark for My Articles similar articles
Investment Advisor
March 2007
Robert Huebscher
Getting It Together To give good advice, financial advisors need good information. Account aggregation is the key to good information mark for My Articles similar articles
Financial Advisor
May 2006
David L. Lawrence
Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach. mark for My Articles similar articles
Financial Planning
December 1, 2007
Joel P. Bruckenstein
2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency. mark for My Articles similar articles
Financial Planning
December 1, 2011
Joel Bruckenstein
Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too. mark for My Articles similar articles
Investment Advisor
March 2007
James J. Green
Just Like You The tech companies serving financial advisors have similar beginnings. Use these products wisely, and serve your clients well. mark for My Articles similar articles
Financial Planning
December 1, 2008
Joel P. Bruckenstein
Financial Planning's Software Survey 2008 Better technology can reap rewards for advisors.. Read on for the results of the Financial Planning Software Survey. mark for My Articles similar articles
Financial Advisor
February 2008
Joel Bruckenstein
Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008. mark for My Articles similar articles
Investment Advisor
September 2008
Bob Clark
Who's Your Daddy? Philip Palaveev's new gig as president of Fusion Advisor Network foreshadows the future of independent advice. mark for My Articles similar articles
Financial Advisor
February 2, 2009
Andrew Gluck
Breaking Gridlock? A new portfolio management software, FinFolio, threatens to finally end the PMS gridlock, the competitive stalemate among existing software vendors. mark for My Articles similar articles
Investment Advisor
September 2005
Andrew Gluck
The Gluck Report, Part II: Broker/Dealer Tech Report How broker/dealer Portfolios Financial Services uses technology to maximize business. mark for My Articles similar articles
Financial Planning
August 1, 2010
Joel P. Bruckenstein
Waiting for "Intelligent Integration" This spring, Schwab Advisor Services announced the launch of "Project C"-an ambitious technology initiative designed to deliver high-quality, integrated solutions to advisors. mark for My Articles similar articles
Financial Advisor
February 2008
Andrew Gluck
Unfinished Business Now that his noncompete agreement has expired, Matt Abar, a 36-year-old computer geek who earned a fortune five years ago by selling his tiny portfolio management software (PMS) company to Advent Software, is back in business. mark for My Articles similar articles
Financial Advisor
March 2012
Bernie Clark
The Changing RIA Advisors need to start thinking bigger and go beyond their current capabilities. mark for My Articles similar articles
Registered Rep.
June 1, 2005
Kristen French
Fido Attacks! Long a distant second to Charles Schwab in the lucrative business of serving financial advisors, Fidelity is making an aggressive push to close that gap. And some advisors are taking notice. mark for My Articles similar articles
Financial Advisor
September 2010
Joel P. Bruckenstein
Key Role Custodians are upping their technology offerings to RIAs. mark for My Articles similar articles
Investment Advisor
March 2006
Melanie Waddell
The Playing Field: Here, There and Everywhere Dually registered advisors (advisors who are registered with both the SEC and the NASD, and are collecting both fees and commissions) have the best -- and worst -- of both worlds. However, a new study shows when implemented properly, the hybrid model can be very profitable. mark for My Articles similar articles
Investment Advisor
October 2007
Neal Ringquist
Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth. mark for My Articles similar articles
Investment Advisor
August 2005
Andrew Gluck
The Gluck Report, Part II: Planning Software Test Drives For financial advisors, plans are now easier to create thanks to a few new software products and over the next couple of years, a number of "instant plan" software packages are likely to be rolled out by broker/dealers and embraced by reps because they're not just simple but also help sell products. mark for My Articles similar articles
Financial Advisor
April 2010
Joel P. Bruckenstein
Productivity Punch Trade PMR, a lesser-known custodian, is getting more attention from advisors, partly because of its standout custody platform. mark for My Articles similar articles
Financial Advisor
January 2004
Dorothy Hinchcliff
Custodians Are Knocking More custody players have been clamoring for the business of registered investment advisors, and that trend will continue this year, say two well-known research firms for financial institutions and investment managers. mark for My Articles similar articles
Financial Advisor
May 2012
David Lawrence
Missed Opportunity Most advisors under utilize the technology offered by their broker-dealer or custodian. Why? mark for My Articles similar articles
Registered Rep.
June 4, 2012
Lauren Barack
The Fishbowl Effect As financial advisor ratings websites like BrightScope and Advice IQ proliferate, advisors are going to have to get comfortable with having their records a click away from clients and prospects. mark for My Articles similar articles
Financial Planning
December 1, 2007
Jeanne Lee
Fidelity Ups Its Game The Boston behemoth is introducing new, integrated technology that promises practice management nirvana. Will it captivate -- and capture -- the RIA market? mark for My Articles similar articles
Investment Advisor
June 2007
Lauren Barack
Streamlining Broker/dealers are aiming for a one-click model for their technology platforms. mark for My Articles similar articles
Registered Rep.
November 1, 2005
Christopher O'Leary
Going All the Way Across the country, registered rep employees of national broker/dealers daydream of chucking it all and going off on their own. But how far do you go? Which is the best model for keeping the most of what your business generates? mark for My Articles similar articles
Investment Advisor
August 2009
James J. Green
Schwab Cuts Costs for Its Advisors Charles Schwab Advisor Services announced a series of moves that will have the net effect of reducing costs to the RIAs that custody with Schwab. mark for My Articles similar articles
Financial Advisor
December 2011
Joel P. Bruckenstein
Schwab's New View Schwab unveils its turnkey solution to integrate systems in advisors' offices. mark for My Articles similar articles
Financial Planning
December 1, 2009
Joel Bruckenstein
2009 Software and Technology Survey Welcome to Financial Planning's third annual technology survey, which takes a look at technology trends in financial advisory firms. mark for My Articles similar articles
Registered Rep.
May 5, 2008
LPL Financial Heats Up The RIA World The largest independent broker/dealer in the U.S. announced today it's going to launch an RIA custodian later this year, which will serve both hybrid and fee-only investment advisors who operate independent RIAs. mark for My Articles similar articles
Registered Rep.
August 8, 2011
Jerry Gleeson
Schwab: Franchisees Can't Poach RIA Clients Advisors who are considering Charles Schwab's new independent branch program are being told they will have to abide by the company's contact policy. mark for My Articles similar articles