For those of you who are not up on ancient history, Croesus was a king of Lydia (now a part of Turkey) who was said to possess enormous wealth. The wealth, legend has it, came from the sands of the Pactolus River in which King Midas washed his hands to rid himself of the Midas touch (which turned everything he laid hands on into gold) and, in so doing, made the sands of the river rich with gold.

Few U.S.-based advisers are likely familiar with the story of the ancient King Croesus, and it appears that still fewer advisers are familiar with the modern-day Croesus Advisor, an integrated portfolio management solution from Croesus, a Montreal-based firm. That’s a shame, because the latest edition has much to offer.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access