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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.) |
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. |
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. |
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. |
Investment Advisor April 2006 Andrew Gluck |
Your Best Partners More and more, financial advisors are using technology tools to offer additional services and become more efficient. |
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. |
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. |
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. |
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. |
Financial Advisor November 2005 Joel Bruckenstein |
Behind The Scenes At Intuit's PortfolioMinder This new portfolio management and reporting platform is capable yet inexpensive. |
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? |
Financial Advisor March 2006 |
Frontline News AST Trust Purchases Capital Trust Co. Of Delaware... Intuit Poised To Release PortfolioMinder... Financial Advisor Plans Top RIA Ranking... Morningstar Workstation Available At TD Ameritrade... Rule Is `First Step'... etc. |
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. |
Financial Planning March 1, 2013 Joel Bruckenstein |
Review: AssetBook's Radar Gets Stronger Radar, a new portfolio management system from AssetBook, addresses shortcomings of the previous offering. |
Financial Advisor October 2006 Joel Bruckenstein |
A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more. |
Financial Advisor December 2009 Andrew Gluck |
Apps Off The Beaten Path Portfolio management software isn't as scary as it used to be, and challengers to the established leaders offer some interesting options for advisors. |
Financial Advisor February 2004 Sydney LeBlanc |
Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms. |
Financial Advisor September 2004 Joel P. Bruckenstein |
Portfolio Management Software: What is Next Fidelity and Integrated Decision Systems (IDS) expect to begin offering a comprehensive, highly sophisticated institutional portfolio management, reporting and order generation system platform for advisors before the end of this year. |
Financial Advisor April 2006 Joel Bruckenstein |
A Gem For Advisors Black Diamond's highly customizable, Web-based performance reporting solution dazzles financial planners at a recent industry conference. |
Financial Advisor September 2006 Joel Bruckenstein |
Technology Roundup Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities... Advisor Workstation Office Portfolio Accounting System... Advent... etc. |
Financial Advisor October 2005 |
Frontline News Advisors Help Colleagues Affected By Katrina... Intuit Enters Portfolio Management Arena... Inefficient Operations Are Eating Up Revenue Growth... RIAs Overwhelmingly Oppose B-D Exemption... etc. |
Registered Rep. July 29, 2013 Diana Britton |
No Man Is an Island Independent broker/dealers are dressing up their offerings to attract and retain advisors tempted to start their own RIAs. |
Investment Advisor November 2005 Eric Clarke |
Posing the Proper PMS Questions Portfolio management systems are a critical business operations component. But how do you know if your current system is the best fit for your financial advisory practice? You'd better ask these questions. |
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. |
Investment Advisor August 2005 Andrew Gluck |
The Gluck Report, Part I: A Cautionary Tech Tale Integrated Decision Systems, a portfolio management and accounting software company that set a new standard for RIAs and was chosen by Fidelity Investments as the centerpiece of its new integrated advisor platform, has unraveled and its survival is in question. |
Financial Advisor September 2010 Joel P. Bruckenstein |
Key Role Custodians are upping their technology offerings to RIAs. |
Financial Planning December 1, 2005 Joel P. Bruckenstein |
The Software You Need Now Trends sweeping the financial planning industry are driving new technology solutions in the year ahead. NaviPlan... Financial Profiles... Morningstar... Engagement Systems... BridgePortfolio... |
Financial Advisor December 2011 Eric Rasmussen |
Free-Range Advisors Custodians to independent advisors are in an arms race to give bigger, better software and practice management packages. |
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. |
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. |
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. |
Financial Planning October 1, 2010 Joel Bruckenstein |
What's Next for Technology This is a time of creativity and evolution in technology, and advisor technology is no exception. As a result, RIA firms can make changes to their infrastructure and in the process create new efficiencies while actually lowering operating costs. |
Financial Advisor August 2010 Raymond Fazzi |
Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get. |
Registered Rep. March 2, 2015 Diana Britton |
Crowded Out Some level of competition between advisors and custodians has been around for years. Still, some advisors feel recent events make the distinction between business partner and market competitor less clear. |
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. |
Financial Advisor March 2008 Joel Bruckenstein |
Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers. |
Investment Advisor October 2005 Andrew Gluck |
The Gluck Report, Part II: Happy Ending for IDS? CheckFree buys IDS, but can't clarify whether IDS's portfolio reporting system will continue to play a central role in Fidelity's RIA platform. This episode highlights the unpredictable nature of many of the companies independent advisors rely on for technology and other services. |
Financial Advisor August 2006 Raymond Fazzi |
Custodians Duel Over New Services Competition in the fee-based advisory field and the pressure to grow assets and operations is not only forcing changes upon advisors, but also the custodians who serve them. |
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. |
Financial Advisor June 2007 Joel Bruckenstein |
Custodians Lend A Hand The large custodial firms are ramping up their technology assistance for advisors. |
Financial Advisor November 2005 Tracey Longo |
All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance. |
Registered Rep. February 17, 2012 Timothy D. Welsh |
Live From Dallas: Mobile Apps, Cloud Computing and Integration - Key Themes at Tech Conference for Rias I work with many of the technology companies that support independent RIAs and will be blogging about what's hot in advisor tech, industry trends, and what the influencers are saying. |
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. |
Registered Rep. October 15, 2009 Christina Mucciolo |
Schwab Q3 Earning Down, But the Race For RIA Assets Is Hot Charles Schwab reported a 34 percent drop in its third quarter earnings, the firm's third consecutive quarter of slowing earnings this year. |
Registered Rep. October 29, 2009 Kristen French |
RJFS Raises RIA minimums, LPL Pulls Past RJ in RIA Assets Raymond James is raising minimums for new RIAs who want to custody assets on its RJFS-IAD platform from $30 million to $50 million. |
Financial Advisor November 2012 Joel P. Bruckenstein |
Rebooting Advent The technology company is re-establishing its reputation as an innovator and improving its image with RIAs. |
Investment Advisor January 2007 Lauren Barack |
The Gatekeepers Advisors want their portfolio management software to give investors access to data -- just not too much. |
Financial Advisor May 2006 David L. Lawrence |
Integrated Advisor Platforms Software can help financial advisors with the one-stop-shop approach. |
Financial Planning July 1, 2005 Tom Philpott |
Move Over, Advent Think killing off Techfi spelled the end of competition in the adviser-software market? Think again. |
Financial Advisor May 2007 Eric Rasmussen |
What's New At The Custodian Custodians are continuing to offer new services for fee-only planners in their efforts to woo RIAs. |