Oracle

  • So Many Choices!

    By Staff Writer  |  August 1, 2008

    It's easy to become giddy with the growing number of exchange-traded funds (ETFs) and all the investment opportunities that they offer. Nevertheless, a new obstacle has...

  • On Monte Carlo, E-Mail, and E&O

    By Mike Patton  |  June 8, 2008

    What a week! I had several appointments that were very productive. I was also working feverishly to tie up some loose ends before I set...

  • 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...

  • No Trust, No Relationship

    By Mike Patton  |  January 21, 2008

    Last week was a very interesting one. It consisted of appointments with prospective clients, centers of influence, and a business trip to California. What was...

  • Keeping It All in Balance

    By Staff Writer  |  November 1, 2007

    Schwab Institutional # of RIAs: Approximately 5,000 firms Web-based?: Yes, except for Portfolio Center. Cost: Primarily free. Does charge for Portfolio Center. Supports: Advent, dbCAMS, IAS and others Current...

  • Time for Tech

    By Staff Writer  |  November 1, 2007

    Software companies are finding demand growth and other opportunities, which should life stock prices, according to an equity analyst. --- Marc GeallCitigroup+44-20-7986-4026marc.geall@citi.com Area of coverage: Software Sector outlook: We...

  • Of Webinars and Postcards

    By Mike Patton  |  September 23, 2007

    Last week I wrote about my upcoming Webinar and some marketing plans. Here's how those two items have developed. Webinar Update The Webinar was held last Wednesday...

  • Marketing Plans, and a Monte Carlo Webinar

    By Mike Patton  |  September 16, 2007

    In this blog we'll cover a couple of different topics. I'll update you on my marketing efforts, provide information on a Webinar that you may...

  • Awash in a Sea of PhDs

    By Mike Patton  |  May 25, 2007

    This was an important week, both in a long-term strategic sense and from a current perspective. On the strategic front, I spoke at an annual...

  • Writing Financial Plans; Creating a Marketing Kit

    By Mike Patton  |  May 18, 2007

    This past week I presented my first financial plan as an independent. I analyzed several scenarios to determine the proper course of action for the...

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