Bob Curtis

• A technology take on the Merrill Rule

  By Marc Butler  |  June 1, 2007

  At the end of March, the U.S. Court of Appeals for the District of Columbia ruled that the Securities and Exchange Commission overstepped its bounds...

• Guiding Clients to Retirement Income Safety

  By David J. Drucker  |  January 1, 2007

  Most advisors excel when it comes to counseling clients 10 years or more from retirement. They put in place the usual estate and risk management...

• Plug 'N Play

  By Lauren Barack  |  November 1, 2006

  When looking for a new financial planning platform for its sales force of 5,000 advisors, Raymond James's manager of financial planning software, John Catalano, put...

• Financial Planning's Future

  By Staff Writer  |  January 1, 2006

  Financial planning software programs are better than ever, there are more of them, and the landscape of this key technology area is changing. The industry...

• The Simpler Approach

  By Staff Writer  |  November 1, 2003

  Bob Curtis has spent most of his professional life reinventing the way investment advice is delivered. In the early 1970s, Curtis worked for NCR in...

• This Bear Wants You

  By Staff Writer  |  November 1, 2003

  The independent advisor channel is still in its infancy and, a decade from now, we will probably look back at the choices advisors have today...

• Part 1: Planning to Go

  By Staff Writer  |  November 1, 2002

  MoneyGuide Pro from Pie Technologies, a leading contender among the new breed of Web-based planning software applications, delivers the benefits of such applications, including slick...