Matt Abar

• THE GLUCK REPORT, Part I: Second Act

  By Staff Writer  |  September 1, 2005

  Rob Major, I'm sorry. I apologize for underestimating you. You know a lot more about portfolio management software than I thought you did, and your...

• THE GLUCK REPORT, Part II: Planning Software Test Drives

  By Staff Writer  |  August 1, 2005

  The independent financial advisor world has been fighting for years about fees and whether you can accept commissions and still be a professional. But the...

• THE GLUCK REPORT, Part I: Farewell to Portfolio 2000

  By Staff Writer  |  November 1, 2004

  Ending one of the biggest technology stories to hit the independent advisor market in the last decade, Advent has pulled the plug on its Portfolio...

• ABAR's Outlook

  By Staff Writer  |  July 1, 2002

  Matt Abar, 31, is the founder of TechFi. At the time of the agreement to sell his company last month, Abar owned about 50% of...

• A Customer's Perspective

  By Staff Writer  |  July 1, 2002

  Janet Tyler Johnson of Clifton Gunderson Financial Services, the advisory unit of a 150-partner regional accounting firm with 12 offices throughout the Midwest, has helped...

• Abar's Big Aventure

  By Staff Writer  |  July 1, 2002

  Who could blame Matt Abar for selling out to Advent? When you're 31 and are offered more than $11.5 million for your share in your...

• Serving Time

  By Staff Writer  |  August 1, 2001

  Portfolio management software is making advisors'

• Not-So-Private Affairs

  By Staff Writer  |  June 1, 2001

  Gramm-Leach-Bliley was supposed to protect consume

• Taming the Beast

  By James J. Green, AdvisorOne  |  April 1, 2001

  The desktop software is better and using the Web i