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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
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
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
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
April 2006
Andrew Gluck
Your Best Partners More and more, financial advisors are using technology tools to offer additional services and become more efficient. 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
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
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
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
November 2005
Joel Bruckenstein
Behind The Scenes At Intuit's PortfolioMinder This new portfolio management and reporting platform is capable yet inexpensive. 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
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. 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
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. mark for My Articles similar articles
Financial Advisor
October 2006
Joel Bruckenstein
A New And Improved Release Portfolio Director 8.0 offers better account setup and custodian interfaces -- and more. mark for My Articles similar articles
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. mark for My Articles similar articles
Financial Advisor
February 2004
Sydney LeBlanc
Stature, Service, Size, Simplicity Schwab, Fidelity and Waterhouse are building sophisticated SMA (separately managed account) platforms. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. 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
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... mark for My Articles similar articles
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. 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 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.
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 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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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
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. mark for My Articles similar articles
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. 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
Financial Advisor
June 2007
Joel Bruckenstein
Custodians Lend A Hand The large custodial firms are ramping up their technology assistance for advisors. mark for My Articles similar articles
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. mark for My Articles similar articles
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. 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
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. mark for My Articles similar articles
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. mark for My Articles similar articles
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. mark for My Articles similar articles
Investment Advisor
January 2007
Lauren Barack
The Gatekeepers Advisors want their portfolio management software to give investors access to data -- just not too much. 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
July 1, 2005
Tom Philpott
Move Over, Advent Think killing off Techfi spelled the end of competition in the adviser-software market? Think again. mark for My Articles similar articles
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. mark for My Articles similar articles