Building Healthy Online Relationships
Many years ago, Worth magazine sent me to the Professional Publishing course at Stanford University. It offered seminars by many leading luminaries in the magazine...
Increase your boomer reach
By the time you finish reading this story, the information in it will be obsolete. OK, so technology doesn't advance quite that fast. But busy...
THE GLUCK REPORT, Part I: Watch This One
There's a new competitor to Schwab, Fidelity, and Waterhouse's RIA custodial business. It's Trust Company of America. If the name sounds familiar, you're probably confused....
Financial Planning's Future
Financial planning software programs are better than ever, there are more of them, and the landscape of this key technology area is changing. The industry...
THE GLUCK REPORT, Part III: Planning Software Test Drives
Seems like every time you look, a new financial planning software application is being offered. This month, we present a review of Oltis Software LLC's...
The Gurus Speak
What's the biggest challenge for independent financial advisors? Is it staying compliant, finding and motivating employees, smartly using technology, or transitioning a practice? While all...
THE GLUCK REPORT, Part I: Not Quite Ready
The news from Fidelity was big. "Fidelity Investments today an- nounced an integrated technology platform that will be the first in the industry to combine...
THE GLUCK REPORT, Part II: Two Fine PMS Systems
After spending 80 hours over the past three months researching nine portfolio management software products for independent advisors, some leading products and trends have emerged....
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...
The Gluck Report's Bear Market Survey
Want to know what your peers consider "The single