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...
Part 3: Independent Competitor
A new portfolio-reporting package is on the market challenging Advent and Centerpiece in the RIA market. I'm happy to report the emergence of eWebPortfolio.com, but...
The stock market's instability, coupled with corporate accounting scandals, have caused investors' confidence to drop to an all-time low. But independent investment advisors have become...
Abar's Big Aventure
Who could blame Matt Abar for selling out to Advent? When you're 31 and are offered more than $11.5 million for your share in your...
Portfolio management software is making advisors'
A Revolution That Hasn't Happened
Why aren't advisors taking advantage of applicatio