Articles tagged "iRebal"
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Tim Hockey invites channel-conflict question before TD Ameritrade's RIAs, sets good tone at LINC conference
New CEO plants question with his own PR interrogator, relieving tension, albeit with a stock answer, and allowing a successful event to unfold
February 6, 2017 at 6:22 PM
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 at 5:32 AM
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 at 7:51 PM
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 at 4:29 AM
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 at 3:47 AM
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 at 5:05 AM
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 at 3:19 AM
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 at 2:36 PM
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 at 1:53 PM
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 at 4:55 AM
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 at 5:32 AM
Tamarac claims what was unthinkable two years ago -- that it is on the same playing field as iRebal for rebalancing software
Tamarac has made leaps, say iRebal loyalists, but it had a long way to go
