"This is one of the most intuitive software programs I've ever used." |
~ Gloria R. Smith, CFP,
Catalyst Wealth Management
Chicago, IL |
"The fact that I own my data with PowerAdvisor is a big factor for me. Companies come and go, and if they owned my data, that would be gone too. Independent financial planners owe it to themselves to support products that give you options so we are not at the mercy of those who decide what we pay and what we get." |
~ Donald Whalen, Registered Investment Advisor
(Fee Only)
Versailles Financial, LLC
Alpharetta, Georgia |
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More Practice Management News
Advisor, Client Relations Still Strong
FA News, October 9, 2009
Need Another Reason to Rebalance Clients' Portfolios?
J. GIBSON WATSON III, Wealth Manager, August 25, 2009
From Good to Best: Practice Edge, August 2009
Maya Ivanova, Investment Advisor, August 12, 2009
How Much is Too Much
David Lawrence, Financial Advisor Magazine, July 2009
Advisers Struggle to Maintain Service Amid Cutbacks
Lisa Shidler, Investment News, July 26, 2009
Right In Front of You
Adam Moseley and Wade Spencer, Investment Advisor, July 1, 2009
Twittering to the Top
Elaine Pofeldt, Registered Rep, July 1, 2009
Surviving The Plunge
Jeff Schlegel, Financial Advisor Magazine, February 2009
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