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Articles tagged "iRebal"


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Tim Hockey: There is an advice continuum with do-it-yourselfers on one end and advisor directed investors on the other. In the middle we don’t want to give them a reason to leave, so we have to offer more choices.

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

Jeff Peller: We've kind of brought the family office model down to the mid-tier millionaire.

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

Ben Welch: We are bridging that gap.

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

Kevin Kraus: This is the bread and butter of our platform.

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

Ben Welch: This is a big advancement.

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

Sheryl Rowling and Cheryll Lurtz sold rebalancing software to 100 RIAs in three years -- next stop, Capri, Italy

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

Ted Rich will consider switching from RedBlack's rebalancing software to the new Black Diamond offering.

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

Tom Bradley: It’s common practice to give pieces of tech to advisors coming on to a platform.

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

Barnaby Grist: We’re starting with large advisors and there’s quite a wait list.

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

Peter Giza: We’ve been desperate to not pigeonhole RIAs into a situation where they cannot afford us or can’t use us.

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

Ben Welch: iRebal’s client base, currently at 67 firms, has doubled in the last two year. It has also experienced a five-fold increase in developers to five full-timers

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

Joel Bruckenstein: iRebal is still better technology but Tamarac is 'infinitely better' than it was two years ago.
July 9, 2010 at 6:26 AM

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