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

From Schwab IMPACT's dizzying array, one free agent tabbed FinFolio and its use of Windows 8 as a takeaway

Peter Giza was always the RedBlack guy until this year but now he's free to admire and comment on other vendors

December 6, 2012 — 7:32 AM UTC

Making himself purposefully redundant, 'visionary' RedBlack co-founder moves on

Peter Giza says he's still bullish on the company as he charts his next move

September 10, 2012 — 4:29 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