My Wish List for Redtail and eMoney
How Redtail’s CRM software could be improved, and eMoney’s planning software, for that matter.
The 14 Wealthiest People in the World
The richest get richer, and, for the most part, older men (surprise, surprise) dominate our list.
What Does Windows 10 Mean for Advisors?
The next operating system from Microsoft, Windows 10, is expected to be officially released later this summer.
Sallie Krawcheck: Ellevating Leadership—The 2015 IA 35 for 35
Ellevate Network’s leader stresses the importance of women to management and to the industry.
Why You Must Invest in Good Technology
Going independent was my first step to success, but without integrated technology, I wouldn't be able to grow.
The S&P 500’s Dubious Anniversary: Ritholtz
The S&P 500 index looked very different 27 years ago than it does today, Barry Ritholtz writes.
When Finance Turns Into a Calamity
Historical lessons offer little shield against future crises.
Morgan Stanley CFO to Leave for Google
Ruth Porat will take the same position at Google and will be one of the few female top executives in Silicon Valley.
Getting the Right Tools for Financial Planning, Asset Management
I've changed my financial planning software, and have re-upped for Morningstar Advisor Workstation, with one very nice addition: YCharts.
Top 10 Most Generous U.S. Donors: 2015
Tech world philanthropists star on The Chronicle of Philanthropy’s yearly list, representing nearly half the total amount donated.