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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

Author Brooke Southall June 8, 2012 at 5:05 AM
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Sheryl Rowling and Cheryll Lurtz sold rebalancing software to 100 RIAs in three years -- next stop, Capri, Italy

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Dimensional Fund Advisors, long the flagship of factor investing, struggles to chart a course as a nimble rival and big foot competitors cut into its market--and exploit its slow move to ETFs

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Envestnet just named an ESG head to meld 'wellness,' 'The Intelligent Financial Life' and 'sustainable investing' into a single nirvana -- that starts outside of the product realm

Ron Ransom earned CEO Bill Crager's trust as chief business development officer and now will define how Envestnet conducts itself as a global citizen and vendor of wellness.

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Mentioned in this article:

Top Executive: Benjamin Welch

Envestnet Inc
Top Executive: Jud Bergman

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina

Shawn Gardell

Shawn Gardell

June 10, 2012 — 6:14 PM

Although it is true that TRX works well with DFA and CPA advisors, a significant percentage of our clients are neither. TRX is right for virtually any advisor that believes in asset allocation and wants tax efficiency.

Bill Winterberg

Bill Winterberg

June 14, 2012 — 3:10 PM

TRX recently surveyed 20 of their users and they reported that they’ve achieved $325,000 in annual cost savings by using the rebalancing program. Per year!

I posted a technical review of TRX recently in Morningstar Advisor:
<a href="http://www.morningstar.com/advisor/t/57647335/one-tool-with-six-figure-savings-potential.htm" rel="nofollow">http://www.morningstar.com/advisor/t/57647335/one-tool-with-six-figure-savings-potential.htm</a>



June 26, 2014 — 9:06 AM

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June 26, 2014 — 10:31 AM

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