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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...
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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...
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By Staff Writer |
November 1, 2002
A new portfolio-reporting package is on the market challenging Advent and Centerpiece in the RIA market. I'm happy to report the emergence of eWebPortfolio.com, but...
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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...
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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...
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By Staff Writer |
February 8, 2002
Schwab Institutional hopes to forge even stronger