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Technology Roundup

by Joel Bruckenstein

Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities.

Referencing Referrals

by Andrew Gluck

If you want qualified potential customers sent your way, who will you call?

First Look At Advisors Office

by Joel Bruckenstein

Management software has solid foundation but needs more functionality.

How Are They Managing Growth?

by By: Andrew Gluck

Some supergrowth advisors share their secrets.

Noteworthy Notebook

by Joel P. Bruckenstein

PFP Notebook can be a good planning solution for new and low-volume practices.

The Gluck Report


Company fights claim that its major backers improperly seized control of the firm.

Aging Gracefully

by Joel Bruckenstein

Profiles+ continues to improve more than 30 years after the planning software premiered.

Portfolio Software Newcomers


A look at three companies offering portfolio management software for your firms.

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