DST Brokerage Names Tom Rozman, Will Banning to Sales Team
Former ActiFi, Investigo executive Rozman joins DST Systems unit.
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: 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: Portfolio Management Moves onto the Web
The three PMS programs we reviewed this month, Schwab PortfolioCenter, Advisors Assistant, and dbCAMS, are desktop applications, but desktop applications are becoming less common. Most...
More Help For RIAs
I had an epiphany this morning," says Peter Mangan, "and I realized I was wrong." Thank heavens, I thought to myself. I like Mangan. I didn't...