This software is the heart of an advisory practice-so why are there so few options? (Hint: look in the mirror.)
Pershing and Lockwood get the thumbs-up for their vision, a smooth transition and high client satisfaction.
CRM options, both old and new. Find one that fits your practice.
Two CPAs plan for growth and grow the plan-with billion-dollar results.
SunGard is making its first real effort to market the company's PlanningStation application to independent advisors.
Not only can you talk to your PC, but it can talk to you, too.
Smaller advisory offices face tough choices about what they will pay for their portfolio management programs.
Portfolio Director 8.0 offers better account setup and custodian interfaces-and more.
Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities.
If you want qualified potential customers sent your way, who will you call?
With business booming, custodians are searching for an edge.
Management software has solid foundation but needs more functionality.
PFP Notebook can be a good planning solution for new and low-volume practices.
Marvin Burt did what many say can't be done; he sold his advisory firm to his staff.
Company fights claim that its major backers improperly seized control of the firm.
Discussion helped dismantle myths about investments, boomers and more.
Profiles+ continues to improve more than 30 years after the planning software premiered.