Bill Ramsay

• Reassessing Risk

  By Olivia Mellan  |  November 1, 2009

  When people win, they like risk. When they lose, they hate it. If only it were easier to translate that knowledge into an investment strategy...

• The Changing Rules of Asset Allocation: Practice Edge, June 2009

  By Maya Ivanova  |  June 10, 2009

  How advisors are weathering the market through new allocation approaches

• Don't Knock Mutual Funds

  By Staff Writer  |  March 1, 2006

  While there was good information in your article "Far From Fossilized", January 2006, the line "....at a much lower cost than is possible with mutual...

• THE GLUCK REPORT, Part I: Not Quite Ready

  By Staff Writer  |  June 1, 2005

  The news from Fidelity was big. "Fidelity Investments today an- nounced an integrated technology platform that will be the first in the industry to combine...

• THE GLUCK REPORT, Part I: Portfolio Management, Up Close

  By Staff Writer  |  December 1, 2004

  It's a great time to take a look at portfolio management software. Vendors are scrambling to attract the 278 independent advisors recently displaced by Advent's...

• THE GLUCK REPORT- Serve Yourself

  By Staff Writer  |  July 1, 2004

  Priced under $500 and easy to use, the Mirra Personal Server is one of the most valuable new gadgets of the last few years for...