Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Top Portfolio Products: New Share Classes for Paulson Advantage Funds
Abacus Group and Imagineer Technology form a new tech partnership, and Invesco says there's a special dividend for PowerShares QQQ.
Financial Planning: Art or Science?
Good financial planning, like intelligent art, requires an understanding of science.
Disruptive Trends in Planning Software, Pt. 1—The Cloud and APIs
Having near-universal access to "the cloud" from any device and any location, and the emergence of application programming interfaces (APIs) that allow disparate software packages to integrate are driving several trends that benefit advisors.