Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

Financial Advisor November 2010 Joel P. Bruckenstein	A Clean Path This uncluttered portfolio management system will work best for smaller RIA firms.
Financial Advisor December 2010 Joel P. Bruckenstein	X Marks The Spot Tamarac's Advisor X packs promise.
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 November 2005 Joel Bruckenstein	Behind The Scenes At Intuit's PortfolioMinder This new portfolio management and reporting platform is capable yet inexpensive.
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 August 2004 Joel P. Bruckenstein	Don't Let the Name Spook You PowerBroker 1.0, a portfolio management and reporting package targeted at independent reps and RIAs, is best suited for young firms.
Entrepreneur July 2004 Marc Diener	It'll Cost Ya Know how your lawyer tallies up your legal tab.
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 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.
PC Magazine March 25, 2009 Kathy Yakal	10 Tips for Using QuickBooks QuickBooks - in all its versions - makes accounting easier and more reliable. But you can make it even easier with these useful tips.
Financial Planning October 1, 2011 Donna Mitchell	Knowing Their Worth Many advisors are squeamish about taking anything other than a flat percentage fee for assets under management.
Financial Planning July 1, 2013 Bob Veres	How to Fix the AUM Fee Model Advisors are trying a dizzying variety of compensation plans. Some have been a lot more successful than others.
PC World July 25, 2006 Robert Luhn	78 Ways to Make Software Do More With these tips and tools, your everyday applications -- from Office to IE, Firefox to ZoneAlarm -- can become faster, more powerful, and easier to use.
Financial Advisor December 2005 David L. Lawrence	Updating Your Update Reports Having systems and procedures in place to produce an update report that looks professional, is accurate and efficiently produced, and meets the needs of your financial advisory clients, without placing an undo burden on your staff or you, is worth considering.
PC Magazine October 16, 2006 Kathy Yakal	Timeslips 2007 Time is money. Timeslips helps save the first and ensure that you properly bill for every penny of the second.
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.
Registered Rep. September 29, 2005 John Churchill	Are You Charging Enough? With competition fierce -- and clients more informed than ever -- it's important to make sure that you are not selling yourself short. In fact, you may not be charging enough for your financial advisory services.
On Wall Street May 1, 2012 Alan J. Foxman	All Tied Up The author answers questions about waiving fees for clients and registering an advisory business in California.
The Motley Fool March 2, 2007 Mary Dalrymple	Find Your Best Credit Card Are you wondering if there is a better alternative to your current credit card? Here is how to sort through the options.
Investment Advisor January 2007 Lauren Barack	The Gatekeepers Advisors want their portfolio management software to give investors access to data -- just not too much.
Wall Street & Technology April 26, 2007	Advent Releases Advent Revenue Center, a Billing and Revenue Management Tool The solution enables asset management organizations to streamline multiple billing structures that are tailored to the needs of individual clients in order to eliminate redundant manual work and minimize errors.
The Motley Fool May 15, 2008 Dan Caplinger	Don't Pay Your Broker for Free Funds No-load funds don't cost a dime to buy -- except from some brokers.
Financial Planning March 1, 2006 Myra Rothfeld	The Technology Lever Small shifts in the ways you use office technology can make big changes in your financial planning practice.
Financial Advisor March 2011 Joel P. Bruckenstein	All About Clients Although still a work in progress, Figlo is a new financial planning software package that allows advisors to collaborate with clients more easily.
The Motley Fool December 15, 2004 Selena Maranjian	How to Pick a Credit Card Look at more than just the interest rate when choosing a card.
Financial Advisor July 2008 Rebecca Pomering	When Is The Price Right? To answer the question -- how much, or equally important, in what way should an advisor be charging -- one has to understand a number of things about an advisor's practice.
The Motley Fool October 18, 2010 Dan Caplinger	It's Time to Take Back Your $10 Billion Whether you think 12b-1 fees are bilking investors or a fair way to compensate financial professionals, the SEC needs your opinion.
Entrepreneur April 2005 Jane Easter Bahls	Fee-dom of Choice Do you know your legal service billing alternatives?
On Wall Street November 1, 2011 Michelle Lodge	Five Questions With Patrick Kennedy So-called sympathy pricing, or discounting, of transactional trades runs rampant in the full-service brokerage industry, says Patrick Kennedy, co-founder and VP, product and technology, for the intelligence-solutions firm PriceMetrix.
PC Magazine August 17, 2005 Neil J. Rubenking	Change a Hard Drive's Icon How to change the icon for a hard drive.
Macworld February 2004 Andrew Shalat	Studiometry 1.1 Project Manager for Freelance Designers Simplifies Some Tasks
Insurance & Technology April 15, 2010 Lisa Valentine	Carriers Look to Billing to Improve Customer Service and Retention Billing is a critical but often overlooked aspect of customer service and retention -- not only for policyholders, but for agents and distributors as well.
Financial Advisor April 2007 David Lawrence	RIM Shot Service pricing is not the sole issue for today's financial advisors to deal with. There are several issues unique to Retirement Income Management practices that require attention.
Bank Technology News January 2004	By The Numbers Almost two-thirds of respondents report their household uses a personal computer to do on-line banking, an activity most prevalent among 18- to 34-year-olds, and which widens with household income.
Financial Advisor March 2012 Bill Bachrach	A Huge Opportunity Why flat fees are going mainstream.
Registered Rep. January 1, 2003 Amy Leavitt	Don't Sell, Help In clients' minds, your fees are a leading indicator of the value they will realize from your services. Communicate clearly the value of your services to potential clients to make certain they understand the value they will realize for their fee. One tool to do this with is pricing.
Wall Street & Technology January 5, 2004 Jessica Pallay	Administrative Anguish The battle of billing and reporting continues in Wall Street's market-data departments, but a break in the war may finally be on the horizon.
The Motley Fool March 4, 2004 Selena Maranjian	Living on Borrowed Dimes Our debt is sky-high, and things are probably going to get worse. American consumer debt has doubled in the past decade -- and odds are, it will continue to climb, due in part to rising interest rates. Debt is even responsible for many divorces, and it might prevent you from retiring on schedule. Don't let yourself get run over by it.
Financial Advisor October 2012 David Lawrence	Outsourcing Made Easy Some providers can help an advisor run a more efficient practice.
The Motley Fool September 18, 2007 Dayana Yochim	Stop Robbing Your Own Bank Account Surcharges, maintenance fees, courtesy services, setup costs -- what banks charge consumers these days gives new meaning to the phrase "bank heist." Here's how you can save on bank fees.
The Motley Fool March 1, 2005 Selena Maranjian	Save: Unify Brokerage Accounts Some people are paying $160 per year needlessly. Are you?
Home Toys April 2005 Saro Saravanan	Make a Dashboard Your Family Can Communicate with Why is the household organizer still stuck with a day planner and wall calendar to coordinate everyone's schedules? Mediabee Family Dashboard software can bring family communication and coordination into the digital era.
InternetNews March 3, 2004 Kevin Newcomb	NetSuite 9.5 Adds Billing, Analytics and Communications Features The new features include line-item billing, customer mining and segmentation tools, and no-click e-mail integration.
Financial Planning October 2, 2007 Elizabeth O'Brien	Advisor Pulse A new study reveals that while 95% of all financial advisors believe they've talked about fees with their clients, only 66% of customers say their advisor has initiated a fee discussion with them.
The Motley Fool January 19, 2007 Dan Caplinger	Banks Need Your Fees The best way to avoid fees is to make sure you understand what fees your bank charges for certain transactions or activities before you need them.
On Wall Street January 1, 2009 Jack Sharry	Innovating Our Way to A Bright Future There are breakthrough innovations happening in the income distribution market -- here are a few.
The Motley Fool March 31, 2011 Dan Caplinger	Never Pay This Fee Again Foreign transaction fees on credit cards are starting to disappear.
The Motley Fool March 9, 2007 Mary Dalrymple	10 Reasons to Banish Credit Card Debt Remind yourself of credit card expenses, and you'll be digging out of debt as fast as you can.
The Motley Fool July 15, 2008 Tom Hutchinson	Mutual Fund Advisory Madness If you use a financial advisor, you've probably been approached to invest in a diversified group of funds or a mutual fund advisory program. But be careful before you accept -- they may cost you more than your portfolio can afford.
CRM August 2004 Joshua Weinberger	CRM Supports Internal Customers, Too Pegasus Airwave's CRM Initiative leads to internal improvements, as well as improved sales and service.