Raymond James Taps Wirehouse Talent to Boost Recruiting Team
The four new regional directors also will focus on helping RIAs and hybrid advisors grow their business, according to the company.
Special Technology Articles
Hi-Yo Silver! Your Silver Bullet aims to be the "euro" of advisory software by creating a kind of common denominator that eases the way for different...
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 II: Putting It All Together
Portfolio reporting service bureaus have been around for years, so I called eight of them, asking how much they'd charge for handling downloads and reconciliation,...
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 II: Portfolios, via the Web
Broker/dealers want to be able, for compliance reasons, to monitor how reps invest client funds. They also want to exert control over them for business...
New Kids In Town
When it comes to portfolio management and performance reporting, many independent advisors can only wish for new choices. Now, they are getting their wish. Over...
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...