Jeffrey Palmer remembers what it was like back in the 1990s when his firm employed 30 different custodians nationwide, and relied on four staff members...
Shrinking the Software Pond
After a seven-month process, from roadshow to handshake, Emerging Information Systems Inc. (EISI), maker of NaviPlan financial planning software, closed the deal on its acquisition...
NaviPlan's Maker Buys Financial Profiles
Emerging Information Systems Inc. (EISI), the privately held financial planning software maker based in Winnipeg, Manitoba, said August 31 that its Emerging Information Systems (USA) subsidiary has acquired Financial Profiles Inc., the planning software developer based in Carlsbad, California.
Making It Your Own
Chris Kiley and Mike Huett stood in the front of the meeting room, taking their medicine as several dozen advisors demanded answers to a raft...