AUG in the News

Vote by December 30 in 2012 Board of Directors Election

Posted: Thursday, December 1, 2011 - 2:05pm

Voting for the 2012 Board of Directors is underway now through December 30, 2011. There are five candidates vying for the three open positions on the Board. One ballot is issued per member firm and is sent electronically to the individual designated as the primary contact in the membership database.

To review the qualifications of the candidates, click here.

Advent Users Group Survey Finds Cautious Optimism Among Asset Management Firms As Revenue Grows by 16%

Posted: Monday, October 31, 2011 - 12:43pm

Growth Fueled By Evolving Asset Allocation Models and Portfolio Diversification Creates Opportunities for Investment Management Professionals

2011 Asset Management Operations & Compensation Survey Launched

Posted: Wednesday, June 1, 2011 - 3:07pm

AUG is excited to announce it launched the 2011 Asset Management Operations & Compensation Survey, aimed at highlighting emerging trends and providing benchmarking data that can help asset management executives make key decisions. This year is the fourth edition and includes new metrics on social media usage. To learn more and find out how to participate in this comprehensive industry study, click here.

IT Budgets Up, Executive Compensation Down at Investment Firms in 2010, Advent Study Finds

Posted: Wednesday, January 26, 2011 - 10:00am

First Study Since Market Crisis Also Finds Cost Containment Helped Stabilize Profit Margins

SAN FRANCISCO – January 25, 2011 – Advent Software, Inc.

2010 Asset Management Operations & Compensation Survey Results Released

Posted: Friday, December 17, 2010 - 5:47pm

The results of the 2010 Asset Management Operations & Compensation Survey were recently published and provided to the nearly 140 firms that responded. The study - co-sponsored by Advent Users Group, Advent Software, and Investment Adviser Association - was the third release of this industry wide look at best practices in the areas of technology, operations, benefits and compensation. Participants received a 40-page white paper and accompanying data tables with extensive benchmarking data.

Advent Study Identifies Significant Savings Potential From Using an RMS

Posted: Friday, December 17, 2010 - 5:32pm

Searching Internally for Research Data Costs Firms Millions in Staff Time Each Year

SAN FRANCISCO – December 16, 2010 – Advent Software, Inc. (NASDAQ: ADVS), an award-winning provider of software and services to the investment management industry, announced today the results of a study concluding that a research management solution (RMS) can save investment firms around 40% in labor costs associated with inefficient and often futile information searching.

2011 Board of Directors Election Underway

Posted: Thursday, December 2, 2010 - 10:43am

Voting for the 2011 Board of Directors is underway now through December 31, 2010. There are seven candidates vying for the four open positions on the Board. One ballot is issued per member firm and is sent electronically to the individual designated as the primary contact in the membership database.

To review the qualifications of the candidates, click here.

1,000 Accounts, $1B AUM, 8 Advisors, 21 Employees, 2 Days, 1 System

Posted: Thursday, September 2, 2010 - 8:46am

Implementing Laserfiche made Palladium’s breakaway more palatable. Now it’s helping shape its business processes for the future.

July 30, 2010

When six portfolio managers left their former firm and formed Palladium Registered Investment Advisors in 2008, it gave them the opportunity to break away from their paper-based office.

2010 Asset Management Operations & Compensation Survey Launched

Posted: Thursday, July 15, 2010 - 7:50am

AUG is pleased to announce the launch of the 2010 Asset Management Operations & Compensation Survey, aimed at highlighting emerging trends and providing benchmarking data that can help asset management executives make key decisions. To learn more and find out how to participate in the third release of this comprehensive industry study, click here.

Getting the Most Bang For Your Tech Buck - INside Technology - April 20, 2009

Posted: Thursday, August 6, 2009 - 1:33pm

By Timothy D. Welsh

How can you get the most out of your technology investments?

The answers may surprise you. For many advisers, the question isn't necessarily how to spend money on software, hardware and systems; rather, it is how to use that technology to get a return on investment in terms of simplifying operational tasks, achieving efficiencies in service delivery and, ultimately, lowering overhead costs.

To read the full INside Technology article, follow this link:

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