The Race for ROI: Now Is the Time to Invest in Technology
For many advisors, the question isn’t necessarily how to spend money on software, hardware and systems.
Outsourcing the Back Office Across the Globe
Now that Lou Dobbs and other TV talking heads have mellowed on the outsourcing hysteria circa 2004, a sober look at the strategy, especially when it comes to the broker-dealer back office, is yielding positive results in efficiencies and cost containment.
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.
Cost Basis Rule Changes Push Product Enhancements at Advent Software
To address the upcoming cost basis rule change, Advent Software has enhanced its product and data services to make it easier for advisors to stay in sync with custodians and brokers.
Fidelity Plans 'WealthCentral'
Fidelity Investments says it is developing an online wealth- management platform that integrates registered investment advisors' critical operational systems, including portfolio management, customer relationship management...
THE GLUCK REPORT, Part I: Enter the Giant
In what could emerge as a pivotal development in the evolution of the independent advisor segment of the financial services industry, Intuit is launching a...
THE GLUCK REPORT, Part I: Second Act
Rob Major, I'm sorry. I apologize for underestimating you. You know a lot more about portfolio management software than I thought you did, and your...
Fund in Focus: Thornburg Core Growth/A
Alex Motola, manager since December 2000 inception. S&P Rank: 5 Stars Three-Prong Approach Yields 5 Stars
THE GLUCK REPORT, Part I: Advent's Big Challenge
With nearly 800 employees, a $672 million market capitalization, and a stock that trades at 4.4 times its trailing 12-month revenues, Advent Software is by...
Advent Names DiMarco Permanent CEO
SAN FRANCISCO (HedgeWorld.com)--Stephanie DiMarco was named the permanent chief executive officer of Advent Software, after holding the position on an interim basis since May 2003. Ms....