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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...
Financial Advisor November 2009 Joel P. Bruckenstein	WealthStation Revisited SunGard's WealthStation platform offers more for broker-dealers than ever before, and what it offers independents continues to grow.
Investment Advisor November 2006 Lauren Barack	Plug 'N Play Financial planning software firms are streamlining their programs -- even down to those client graphs and charts.
Financial Advisor November 2012 Andrew Gluck	Rethinking The Advisor Desktop An onslaught of new apps comes at a poignant moment for financial advisors -- when their business model is in deep trouble.
Financial Advisor March 2008 Joel Bruckenstein	Kicking It Up A Notch Tech upgrades at some of the larger independent broker-dealers.
Investment Advisor October 2007 Lauren Barack	The Longevity Race People are living longer. Software makers are helping advisors figure out how to make clients' portfolios last longer, too.
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.
Financial Planning March 1, 2012 Joel Bruckenstein	Tech Tools: App Innovation SunGard WealthStation Mobile Meeting is a solid example of what an app for advisors can deliver.
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 Advisor December 2003 Sydney LeBlanc	Unified We Stand The latest sensation in managed accounts offers streamlined service.
Investment Advisor November 2006	Now and Then When it comes to plowing through the complexities that are associated with retirement planning, advisors need all the help they can get. Fidelity looks ahead to dominate retirement planning now.
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.
Financial Advisor May 2006	Frontline News Breakaway Brokers Boost RIA Ranks... CFP Board Opens Annual Meeting To Public... New Planning Tools Unveiled... Ticking Time Bomb: Home Title Problems... Managers Think Tide Turning For Large-Caps... etc.
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.
Financial Advisor November 2008	Frontline News News for the Financial Industry: Tumult Could Expand Ranks Of RIAs... M&A Activity Remains Healthy... Independent B-Ds: Don't Tread On Us... Who Has The Most Satisfied Advisors?... The Business Of Serving Business Owners... etc.
Financial Advisor May 2006	Advisor Emporium Albridge Unveils Integrated Reporting Platform... Raymond James Selects SunGard... AXA Rosenberg Launches Global Funds... Allianz Releases Three Indexed Annuities... etc.
InternetNews March 28, 2005 Colin C. Haley	SunGard Bought for $11.3B Seven institutional investors pool their cash to acquire the financial software giant.
Financial Advisor June 2004	Principal Financial Adds Program For Business Owners Principal Simplified Overhead Expense (OE) and Principal Simplified Disability Buy-Out (DBO) are added to its disability insurance sales programs... Fidelity Expands Trust Services... ING Launches Program... etc.
Financial Planning October 2, 2007 Jack W. Callahan	Embrace Change Advisors have to adapt their practices to accommodate retiring clients.
Financial Advisor April 2007 Tracey Longo	Getting A Share Of Trust Assets Trust assets are up for grabs and often are there for the asking, provided financial advisors know the right questions to ask.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
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.
Financial Advisor October 2004 David L. Lawrence	Practice Efficiency Explored Integrating risk profiling systems efficiently with your financial practice operations.
Financial Advisor September 2006	Frontline News Optional Fiduciary Stance Challenged... Retired Widow Wins Fiduciary Case Against Advisor... Investors Still Expecting High Returns... Investors Want Choice... Advisors Optimistic About Growth Prospects... etc.
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
On Wall Street November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
Financial Advisor June 2007 Tracey Longo	Finding Even Greater Growth The Financial Advisor Symposium in Las Vegas focused on practice growth strategies.
The Motley Fool March 29, 2005 Tom Taulli	Barbarians at SunGard The data systems company is going private in a megadeal. Is there a conflict at the top? Bottom line: current shareholders of SunGard don't reap a whole lot of benefit from this deal.
Investment Advisor June 2009 Lewis Schiff	The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
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 Advisor September 2005 Raymond Fazzi	A Question Of Trust Custodians square off in a newly competitive trust services market.
Financial Advisor March 2005	Advisor Emporium Allstate Variable Annuity Features Innovative Options... Commonwealth Launches Marketing Campaign... SSgA Launches "Portfolio Constructor" Investment Tool... Fidelity Launches International Fund... etc.
The Motley Fool March 22, 2005 Tom Taulli	Change of Heart at SunGard SunGard thought about splitting itself up; now it looks like management wants to sell everything. On the news, the company's stock price rose 24% to $31.07.
Investment Advisor February 2009 Angela Herbers	Advisor, Heal Thyself Good advice to advisors these days is that they revise their own financial plans.
Insurance & Technology March 30, 2005 Steven Marlin	SunGard to Be Acquired by Private-Equity Firms Financial software and disaster recovery specialist agrees to $11.3 billion buyout.
Financial Advisor June 2007 Raymond Fazzi	Follow The Money Broker-dealers sum up the future of advisory services in two words: rich folks.
Financial Planning November 1, 2008 Michael A. Bell	Time Is Money When asked what their greatest challenge is, virtually all advisors say it's not product complexity -- or even the regulatory landscape -- that causes the most stress. It's lack of time.
Financial Advisor May 2007 Andrew Gluck	The Wisdom Of Crowds Web 2.0 is the new Internet, and it will change your financial advisory practice.
Financial Advisor April 2007 William Glasgall	Why Marketing Works Over the years, many advisors, being analytical people at heart, have relegated marketing to a minor role behind crunching numbers for clients' financial plans and investment portfolios. Now, that attitude seems to be undergoing a long-needed change.
Registered Rep. January 4, 2011 Lauren Barack	Can You Avoid Black Swan Events with New Software? Thankfully, there are updates to financial planning software that offer some back-to-basic tools designed to help advisors illustrate portfolios more simply, allow investors to assist in their own planning, and even compare their goals against peers.
The Motley Fool October 5, 2004 Tom Taulli	SunGard Unleashes Value The company puts business know-how to good use. It gave Wall Street what it wanted by announcing a spinoff. The stock was up 10.57% to $27.00 on the news.
Registered Rep. November 25, 2009 Philip Palaveev	The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners.
Financial Advisor September 2006 Tracey Longo	There For The Asking? Some agree banks' loss of investors' trust assets is a financial advisor's gain. Now, for that marketing plan.
Financial Advisor July 2006 Dorothy Hinchcliff	Climbing A Stairway To Heaven As boomers age and spend their savings, financial advisors will need to adapt their practices.
Investment Advisor January 2007 Bob Clark	The Trust Threat Financial advisors need to rethink adding trust services to their offerings.
Financial Advisor April 2004 Sydney LeBlanc	What Have You Done For Me Lately? Are advisor marketing tools and business development what they should be?
Bank Technology News June 2009 John Adams	Madoff Backlash Increases Need For Self-Service Tools Bernie Madoff's journey to jail has had a lot of fallout, including effects on wealth managers who now have a new dynamic on their hands: scared clients with shrinking assets who've also lost faith in the wealth management profession.
Wall Street & Technology October 28, 2008 Leslie Kramer	SunGard Enhances WealthStation Financial Planning Enhancement geared to help advisors guide clients through uncertainty.