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....
Once upon a time, using portfolio management software (PMS) was a simple process in many ways. You had only a few options for software, the...
The Portfolio Management Drama
Events in the business of providing portfolio management software to independent advisors are starting to look like a bad soap opera. This little corner of...
Part 1: The New Old Kid
Back in the mid-1980s, when Dave Polstra, a CPA, was breaking into financial planning, he wrote plans like crazy. "I would sit in front of...