Articles tagged "Peter Giza"


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Some notes at MarketCounsel from the pad of a skeptical Peter Giza

The Wealthsite exec zeroed in on Sallie Krawcheck, and all things tech

December 15, 2014 — 5:55 PM UTC

Eric Clarke rolls the API dice by posting Orion software's code online

By putting 50,000 lines of code all on GitHub, the Orion exec risks giant intellectual capital giveaway -- but the upside is tremendous, observers say

May 8, 2014 — 2:57 AM UTC

Why a disconnect between reporting software and advisors to UHNW assets persists -- and what makes the problem so thorny

Many big-time wealth managers are plagued by their own foibles, their clients' peculiar challenges and third-parties who haven't quite gotten a handle on the challenges

November 19, 2013 — 8:05 PM UTC

RIA custodians charge steep new ETF-related fees that can range into the tens of thousands of dollars for big trades and advisors are working to deal with them

Schwab, Fido, TD and Pershing are all in on these 'trade-away' fees and claim they simply are defraying costs of manual labor -- but RIAs aren't so sure

November 18, 2013 — 10:35 PM UTC

Schwab unveils 'Project PM' at IMPACT -- a 'new vision' for using the company's data to fuel PortfolioCenter

The 'next-generation portfolio management system' takes data cleanliness into a godliness realm but competitors and observers offer sharp criticism of the plan -- and its mushy deadline for completion

November 12, 2013 — 5:10 AM UTC

One RIA's bid to make the technology that makes it possible to use one password

Beverly Hills Wealth Management wants to eliminate the downside of open architecture

May 29, 2013 — 4:23 AM UTC

What RIAs should make of Blackberry CEO's prediction that iPad-like tablets will be dead in five years

The pronouncement comes as companies like Envestnet -- and a whole world of advisors -- are just getting warmed up to the iPad

May 6, 2013 — 3:59 PM UTC

Addepar hires an Advent talent to help head sales, an ex-Lehman exec as COO and an ex-Merrill Lynch strategist

Geoffrey Clauss, Eric Poirier and Caroline O'Mahony all took pay cuts to help position the firm to gobble serious RIA market share

May 3, 2013 — 5:11 AM UTC

Addepar slashes prices, opens up its architecture and shows RIA custodians some love as it confronts market realities

Though these moves show the dynamo is not impervious to competition, Mike Paulus says that the growth is still nosebleed-threatening

February 25, 2013 — 4:52 AM UTC

How an RIA got in hot water in New Hampshire and why RedBlack is being touched by an ensuing bankruptcy

Nicholas B. Rowe was a founding investor in the rebalancing software maker and regulators are chasing down every asset he has

January 30, 2013 — 5:18 PM UTC