Advent Software to Acquire Black Diamond for $73 Million
Portfolio management software firm says Black Diamond’s management and technology will drive its advisor strategy.
Better Advising Through Technology
When I give speeches these days, one of the things I like to talk about is how technology has driven independent financial advice.
Orion Advisor Services App Co-opts Social Networking Design
Orion Advisor Services, a portfolio accounting service provider for registered investment advisors, announced a new release for its Advisor Desktop Monday. The upgrade includes new...
The Technology Coach: Don't Get Lost in the Cloud
Cloud computing has attracted a significant amount of attention in the advisor community. Understandably so, since it offers plenty of advantages for businesspeople who have...
Janus to Combine Advisor, Retail Funds
Move reflects growing importance of advisor channel
Connecting the [Tech] Dots
Advisors attending TD Ameritrade's Institutional Partnership Conference in Las Vegas last month got a first look at AdvisorConnect, a new technology that links three leading industry applications and services within a single platform.
Build Your Own
Open-ended funds are so five minutes ago. Through the countless articles that slam such traditional investment vehicles in favor of the more liquid and less...
Posing the Proper PMS Questions
As an investment advisor, there are three pillars that support your practice: portfolio management, distribution, and operations. One support--operations--is uniquely tied to client service. Since...
Tax Resources on the Internet
For many advisors, especially those who are not accountants by trade or education, the federal tax code with its constant updates and private letter rulings...
THE GLUCK REPORT, Part III: Orion Rising?
For RIAs, the choice among portfolio management software (PMS) programs keeps growing. This month, we'll take a look at one of the newer offerings, from...