financial planning software

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  Exploring Independence: Ex-Wirehouse Advisors Carve New Paths

  By Ellen Uzelac  |  May 24, 2012

  For his new firm, independent advisor Brian Solik has developed the ultimate anti-Wall Street niche: how to protect yourself from Wall Street and the IRS.

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  Zvi Bodie: I Bonds Are Best for Most Investors

  By Gil Weinreich, AdvisorOne  |  May 11, 2012

  Zvi Bodie, safe-investing proponent, says Series I savings bonds are the best investment for most people, yet few know about these inflation-protected bonds.

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  Insurance Tech Firm Zywave to Acquire EISI

  By Danielle Andrus, AdvisorOne  |  October 24, 2011

  Emerging Information Systems Inc. (EISI), the financial planning software firm, announced Monday that it shareholders have agreed to sell the company to Zywave Inc.

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  Fidelity Launches iPhone and Android Mobile Trading App for RIAs

  By Joyce Hanson, AdvisorOne  |  July 12, 2011

  WealthCentral apps gives RIA users the ability to trade on mobile devices with high security, says Ed O'Brien, technology head at Fidelity's Institutional Wealth Services.

• Temperament & Tools

  By Mike Patton  |  June 1, 2009

  When you consider the financial planning industry as a profession, the future is extremely bright. This is partly because the financial planner is the only...

• Keying Into Income Needs

  By Melanie Waddell, AdvisorOne  |  July 1, 2006

  Two of the top providers of financial planning software--Morningstar and Emerging Information Systems (EISI)--are heeding advisors' calls for help in crafting retirement distribution strategies. EISI,...