2009
Skipping Bells and Whistles
in
2009
Financial Advisor Magazine
One firm following this approach is Fox, Joss & Yankee LLC, a fee-only firm located in Reston, Va. According to one of its partners, Daniel D. Joss, a MBA, CFP and AIF, the firm is planning to upgrade core technologies, including its Web site. He notes that in the past his firm has received the best bang for the buck by investing in other core technologies...