Schwab Centerpiece

• THE GLUCK REPORT, Part I: Portfolio Management, Up Close

  By Staff Writer  |  December 1, 2004

  It's a great time to take a look at portfolio management software. Vendors are scrambling to attract the 278 independent advisors recently displaced by Advent's...

• 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...

• Yes, the Rich Are Different

  By Staff Writer  |  April 1, 2004

  Chris Snyder is super-wealthy. He is an economist and an entrepreneur, and he hangs out with guys who have helped run Goldman, Sachs, AXA Financial,...

• Close, but No Cigar

  By Staff Writer  |  December 1, 2003

  Investment Scorecard, a profitable Nashville-based technology firm with 100 employees that performs reporting services for about 550 trust companies and institutions, wants to get into...

• New Kids In Town

  By Staff Writer  |  November 1, 2003

  When it comes to portfolio management and performance reporting, many independent advisors can only wish for new choices. Now, they are getting their wish. Over...