THE GLUCK REPORT, Part I: Second Act
Rob Major, I'm sorry. I apologize for underestimating you. You know a lot more about portfolio management software than I thought you did, and your...
THE GLUCK REPORT, Part II: Planning Software Test Drives
The independent financial advisor world has been fighting for years about fees and whether you can accept commissions and still be a professional. But the...
THE GLUCK REPORT, Part I: Farewell to Portfolio 2000
Ending one of the biggest technology stories to hit the independent advisor market in the last decade, Advent has pulled the plug on its Portfolio...
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...
Matt Abar, 31, is the founder of TechFi. At the time of the agreement to sell his company last month, Abar owned about 50% of...
A Customer's Perspective
Janet Tyler Johnson of Clifton Gunderson Financial Services, the advisory unit of a 150-partner regional accounting firm with 12 offices throughout the Midwest, has helped...
Portfolio management software is making advisors'
Gramm-Leach-Bliley was supposed to protect consume
Taming the Beast
The desktop software is better and using the Web i