With increased competition coming from all directions, it’s critical now more than ever for investment advisory firms to really define who they are so their target markets will draw the desired conclusions when evaluating potential investment managers. This method of …
Few would debate the notion that we live in a media-driven world today. So when one of our clients approached us to discuss options to redeploy the firm’s website, the topic at the top of our list was media generation. …
We’ve been fans of Microsoft’s Business Contact Manager product since its launch, even though it was riddled with idiosyncrasies that limited the product’s initial appeal. But the idea of a customizable CRM package operated entirely within Microsoft Outlook was good …
Recently, we were asked to accompany one of our clients to a local Advent Users Group meeting in order to provide our take on a few topics slated for discussion. At that meeting, one of …
Using Excel to occasionally reformat Axys reports can be convenient; however, for maximum scalability, we generally find it best to customize the code of the particular report in question so it prints exactly what you’d …
January 1, 2011 marks an important day for the advisor/client/custodian relationship. Beginning on this date, custodians will be required to report the adjusted cost basis of sold securities, including whether the gain or loss is short- or long-term, to the …
