Articles tagged "Peter Giza"
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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 at 3:59 PM
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 at 5:11 AM
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 at 4:52 AM
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 at 5:18 PM
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 at 7:32 AM
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 at 4:29 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
Can the new Envestnet-Tamarac Godzilla take on the Advent-Black Diamond King Kong?
Tamarac has trusted relationships with several hundred RIA firms who might like outsourced investments on their dashboard
February 21, 2012 at 6:27 AM
Volatile markets spark interest in rebalancing software - along with questions about how much is necessary
The Wall Street Journal publishes an article looking at rebalancing's efficacy and tops execs at Tamarac and RedBlack offer thoughts
November 9, 2011 at 4:45 AM
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
