Articles tagged "Total Rebalance Expert"


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Morningstar buys standalone rebalancer to fulfill its all-in-one vision by getting Sheryl Rowling to cash out and go back to RIA

This way M'star gets to intellectually fuel trades but execute lift-off without an awkward hand-off out of its own software zone

October 12, 2015 — 5:09 PM UTC

Greg Friedman channels his inner Marc Benioff and Junxure shows off its sky-high future before a crowd of $1B RIAs and RIA digerati in Vegas

Robos had their hush moment over a lost $5 million account and advisors buzzed over the Total Rebalance Expert-Morningstar deal but Friedman kept CRM at the center

October 12, 2015 — 4:34 PM UTC

Orion Advisor Services inks licensing deal to close the rebalancing gap with Tamarac and Black Diamond

Eric Clarke makes Total Rebalance Expert one with his portfolio accounting software to assuage CPAs and other tax-minded advisors

March 25, 2014 — 1:30 PM UTC

Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger

Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference

September 17, 2012 — 9:38 PM UTC

Charles Goldman will give a speech and Shareholders Service Group will make noise in the marketplace

Over 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone

December 14, 2011 — 4:04 PM 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
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