Articles tagged "iRebal"

HeadlinePublish date

How an RIA-only serial buyer-hirer sprinted to $2 billion of AUM with pieces from U.S. Trust, Fidelity, Genspring and Wachovia

SignatureFD just says no to hybrids, applies a family office approach and sticks around the Atlanta area -- for now

October 21, 2013 — 5:32 AM UTC

TD Ameritrade will make iRebal software available free to all its RIA clients

The custodian may disrupt both the RIA technology and RIA custody businesses -- but not inexpensively

January 31, 2013 — 7:51 PM UTC

Revamping its trading platform, Schwab at long last is poised to catch up with its smaller peers

The giant RIA custodian explains it deliberate pace as a balancing of innovation with the veracity of the existing platform

September 7, 2012 — 4:29 AM UTC

TD Ameritrade showcases what API can do with slick Veo-iRebal harmonization

The RIA custodian is creating -- and third parties are applauding -- a time-saving, low-error way to trade and rebalance

August 14, 2012 — 3:47 AM UTC

How Sheryl Rowling and Cheryll Lurtz turned a blistering walk-a-thon into Total Rebalance Expert

100-degree temps and company of an old friend with a knack for software coding blossomed into a business that has competitors on their toes

June 8, 2012 — 5:05 AM UTC

AdventConnect Report: Black Diamond will sell rebalancing software and better reporting on alternative investments

The Advent Software division will still collaborate with RedBlack and iRebal but some RIAs will switch to the new Black Diamond offering

September 13, 2011 — 3:19 AM UTC

TD Ameritrade will continue to provide free software to breakaways on an ad hoc basis

Tom Bradley takes exception to how the giveaways are characterized

June 17, 2011 — 2:36 PM UTC

Cetera spends millions on rebalancing software to make its reps more RIA-like

Automation of investment management using Folio Dynamix follows Advent implementation

May 16, 2011 — 1:53 PM UTC

RedBlack's Peter Giza gives RIABiz a look under the hood of its Rebalance Express software

New Hampshire-based software maker competes with a lower price and an easy-to-use interface

September 7, 2010 — 4:55 AM UTC

Tech Review: iRebal thrives after TD Ameritrade acquisition

The trailblazing rebalancer is tweaking its business model but staying focused on big RIAs

August 5, 2010 — 5:32 AM UTC