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Articles tagged "Peter Giza"


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Eric Poirier: We admire what they've built.

After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm its clients with automated rebalancing software

The 12-year old Mountain View, Calif., performance reporter, with $3 trillion plus of adminstered assets, is buying the 18-person, third-year startup to apply to its 600 clients.

October 22, 2021 at 3:03 PM

Martin Flanagan: Invesco has a long history of providing advisors with the tools and digital solutions they need ... through a broad range of active, passive and alternative capabilities.

Invesco snaps up RedBlack, not long after buying Portfolio Pathways and a few years after its Jemstep acquisition

The $1.3-trillion AUM Atlanta-based asset manager promises a 'digital' future, but skeptics question how it can work

December 16, 2019 at 10:56 PM

Pete Giza: You look at any portfolio accounting management system today, it’s archaic. I don’t care which one you choose ... [They're] being left in the cosmic dust.

Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?

The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader

June 11, 2019 at 9:49 PM

Craig Pearson: [Clients] said: If you come back, we're here.

A higher bidder ripped WealthTouch from Craig Pearson's grasp but his startup could rip the clients, free of charge, right back -- and leave Addepar gasping

After his noncompete expired, the founder and CEO of Private Wealth Systems is welcoming old UHNW managers whose language he speaks

April 25, 2018 at 6:27 PM

Larry Shumbre: Riskalyze doesn't work for any advisor who knows the basics of risk.

Totum's bid to beat Riskalyze, including its own 1 to 99 risk number, gets reward -- acceptance by Black Diamond and CircleBlack

CEO Larry Shumbres says financial advice industry is in for a shock, as thousands-strong uptick in users shows Totum Risk is the real deal

March 30, 2018 at 8:39 PM

Bob Miller's firm seeks a 'recapitalization, refinancing, sale, merger or other capital transaction.'

Seeking loan of $2 million, PCR discloses $12-million payment due in 2020 -- putting 'sale' on the table, offering memorandum shows

Private Client Resources, founded in 2000 projects it will break even next year but declines to say how it'll pay back mounting pile of loans

March 19, 2018 at 7:03 PM

Eric Clarke: If we didn't do anything, our RIAs would have gone to Addepar or PCR and it would have given them a chance to cross-sell.

Orion gets serious about Addepar's threat to its biggest clients

CEO Eric Clarke cobbles together a dozen providers, plus DTCC, into a workable reporting system for alternative investments that cuts labor, improves appearance

March 5, 2018 at 5:44 PM

Robert Roley: If we can make that pain go away, it's a huge value add for them.

How much of SS&C's $5.4-billion buy of DST Systems trickles down to Black Diamond RIAs? Maybe a good bit

The mother lode of DST data is expected to salve RIA data aggregation distress as the mega-vendor of data to Advent Custodial Data comes in-house

January 17, 2018 at 6:54 PM

Eli George: Surprisingly, a lot of the firms $1 billion and more were coming to us.

SS&C solves its Axys problem -- for now -- by acquiring Modestspark

The owner of Advent and Black Diamond buys tiny two-person Redmond, Wash. firm that also solves Schwab's PortfolioCenter problem with digital add-on

November 2, 2017 at 11:00 PM

Peter Giza: My take is that changing a significant portion of a firm's technology platform without changing operational psychology is a fail.

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 at 5:55 PM

Eric Clarke:  It's an open source thought process that will have some calling us crazy.

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 at 2:57 AM

Tom Livergood: Everyone is grappling with the issue.

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 at 8:05 PM

Chris Romano: We don't even consider trading away at Fidelity because of the high ticket trade away fee.

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 at 10:35 PM

Neesha Hathi is striving for 'one-step publishing.'

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 at 5:10 AM

John Stuart: We're replicating the wirehouse portal.

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 at 4:23 AM

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