Investigo

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  DST Brokerage Names Tom Rozman, Will Banning to Sales Team

  By James J. Green, AdvisorOne  |  March 20, 2012

  Former ActiFi, Investigo executive Rozman joins DST Systems unit.

• THE GLUCK REPORT, Part I: Enter the Giant

  By Staff Writer  |  October 1, 2005

  In what could emerge as a pivotal development in the evolution of the independent advisor segment of the financial services industry, Intuit is launching a...

• THE GLUCK REPORT, Part II: Two Fine PMS Systems

  By Staff Writer  |  March 1, 2005

  After spending 80 hours over the past three months researching nine portfolio management software products for independent advisors, some leading products and trends have emerged....

• THE GLUCK REPORT, Part II: Portfolio Management Moves onto the Web

  By Staff Writer  |  December 1, 2004

  The three PMS programs we reviewed this month, Schwab PortfolioCenter, Advisors Assistant, and dbCAMS, are desktop applications, but desktop applications are becoming less common. Most...

• More Help For RIAs

  By Staff Writer  |  January 1, 2004

  I had an epiphany this morning," says Peter Mangan, "and I realized I was wrong." Thank heavens, I thought to myself. I like Mangan. I didn't...