Etelligent Consulting

• Schwab Smoothes the Road to Independence

  By James J. Green, AdvisorOne  |  July 1, 2008

  Schwab Institutional announced on June 12 a multipronged platform--with some existing planks, and some newly laid ones--to ease the transition process for brokers who wish...

• Changes

  By Staff Writer  |  April 1, 2008

  New York Life Insurance Company named Ted Mathas as CEO-elect. He retains his title as president and will succeed CEO Sy Sternberg when he retires...

• Uneasy Partners

  By Janet Aschkenasy  |  February 1, 2008

  Jeffrey Palmer remembers what it was like back in the 1990s when his firm employed 30 different custodians nationwide, and relied on four staff members...

• Hasta La Vista

  By Mary Kathleen Flynn  |  April 1, 2007

  In developing Windows Vista over the course of five years, Microsoft Corp. may have made the "biggest investment ever put into a piece of software,"...

• Boomers Online

  By Judith Harkham Semas  |  February 1, 2007

  It looks like the elderly of the future will be wired. While there is a tendency to view the Internet as a young people's medium, it...

• Call Me

  By Erin Flynn  |  April 1, 2006

  With so many cell phone options to choose from, how can financial planners sort out what's necessary from what's not? Since most advisors will tend...

• THE GLUCK REPORT, Part II: Putting It All Together

  By Staff Writer  |  June 1, 2005

  Portfolio reporting service bureaus have been around for years, so I called eight of them, asking how much they'd charge for handling downloads and reconciliation,...

• 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...