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TD Ameritrade Rides the RoboAdvisor Wave with Latest iRebal

TD Ameritrade Rides the RoboAdvisor Wave with Latest iRebal

Posted by on Jun 13, 2016 in Portfolio Management, Software Review

While stand-alone robo-advisor assets have flatlined, deep pocketed players are still circling, hoping to land a bargain and jump start their digital strategy.  Firms are pitching themselves as technology plays rather than just online RIA’s that mostly eschew human advisors. TD Ameritrade is positioning their latest version of iRebal as the ‘Intel inside’ for online advisors.  The technology savvy custodian […]

The Hidden Secrets of Portfolio Rebalancing by Michael Kitces

The Hidden Secrets of Portfolio Rebalancing by Michael Kitces

Rebalancing is a word that advisors know all too well.  With so much already written about portfolio rebalancing software and strategies, what is it about the subject that fills a conference room to capacity?  That is what I was wondering while sitting in the audience at the IMCA’s 2016 conference, waiting for Michael Kitces to take the stage and […]

10 Great Ideas from IMCA 2016 Conference

10 Great Ideas from IMCA 2016 Conference

Posted by on Apr 20, 2016 in Conference Summaries

The IMCA 2016 Conference claims to be the largest association gatherings of investment advisors and wealth managers in the industry.  This year’s event included engaging speakers such as Michael Kitces, April Rudin and Frank Coates.  Some of the session topics included optimal rebalancing strategies, understanding Millennials and improving client relationships. Here are 10 great ideas to take […]

What’s New in Portfolio Rebalancing Tools?

What’s New in Portfolio Rebalancing Tools?

This is a summary from a panel discussion from the Technology Tools for Today (T3) 2015 Conference – Advisor Edition.  Four of the top vendors in portfolio rebalancing software solutions were brought together to discuss the latest trends, new features and functionality and whether or not you should select an automated advisory solution or one […]

FolioDynamix Snapped Up for $200 Million in Cash

FolioDynamix Snapped Up for $200 Million in Cash

Posted by on Sep 29, 2014 in News

In one of the most unusual transactions that I have seen in wealth management, a firm with zero industry footprint has laid out a boatload of cash to buy a rising star platform provider. As reported in an article (What Latest Turnkey Acquisition Means for Industry) in FundFire: Actua Corporation, a publicly traded firm which […]

The Best of Both Worlds: Portfolio Rebalancing + Best Execution = Blaze Portfolio

The Best of Both Worlds: Portfolio Rebalancing + Best Execution = Blaze Portfolio

Posted by on Sep 2, 2014 in Portfolio Management

“Innovation distinguishes between a leader and a follower.” — Steve Jobs For the past year and a half, I have been meeting with vendors of portfolio rebalancing software, seeing demos of their products and writing a series of articles about my findings.   All of the applications were very good and provided a long list […]

How a Cold Call Led to a Deal with Scottrade for ASI’s Rebalancing Software

How a Cold Call Led to a Deal with Scottrade for ASI’s Rebalancing Software

Posted by on Aug 4, 2014 in News, Portfolio Management

It was an idea born of convenience.  Neal Ringquist, President and Chief Operating Officer of Advisor Software Inc., was planning a trip to St. Louis to meet with one of their clients, EverBank.  He knew that Scottrade® Advisor Services was also headquartered there.  The thought seemed natural to him to give them a call and […]

Is MyVest the Right Portfolio Rebalancing Software for You?

Is MyVest the Right Portfolio Rebalancing Software for You?

Posted by on Jul 21, 2014 in Portfolio Management

Research has shown that portfolios that are rebalanced at least annually experienced lower volatility and higher risk-adjusted returns than those that are not rebalanced.  Every advisor should have access to a quality, automated software rebalancing tool to handle this task, which used to be a time-consuming chore. As part of my series of articles on portfolio rebalancing software, […]

IAS Responds: Which Portfolio Rebalancing Software is Right for You?

IAS Responds: Which Portfolio Rebalancing Software is Right for You?

Posted by on Jul 15, 2014 in Portfolio Management, Software Review

As part of my series of articles on portfolio rebalancing software, I met with some folks from Interactive Advisory Software (IAS), who were kind enough to give me a demo of not only their rebalancing tools, but their entire wealth management platform, called Solution 360. IAS is based in Egg Harbor Township, NJ and was founded in 2000.  They […]

Envestnet’s ENV2 Platform Delivers New UMA Features

Envestnet’s ENV2 Platform Delivers New UMA Features

Sliced bread.  The electric light bulb.  Indoor plumbing.  Unified Manged Accounts (UMA’s) were supposed to be better than these revolutionary inventions and a whole lot more.  They still have not lived up to their hype, but UMA’s have become a standard offering for all managed account platforms. In this summary of a session from Envestnet’s […]