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Articles tagged "Peter Giza"


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

Monday 12.15.14
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

Thursday 5.8.14
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

Tuesday 11.19.13
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

Monday 11.18.13
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

Tuesday 11.12.13
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

Wednesday 5.29.13
Peter Giza: The answer is as Thorsten pointed out; the day is coming quickly that tablets could be obsolete ... Consolidation will drive development of docking systems

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

Monday 5.6.13
Mike Paulus: If we took all the business we could this quarter, we would fail as a company.

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

Monday 2.25.13
Peter Tamposi: If you believe what they say, he lied and stole money. They tried to make it look sensational.

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

Wednesday 1.30.13
Peter Giza: While making my rounds, I made my way over to FinFolio to take a test drive of Matt Abar’s latest creative works.

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

Thursday 12.6.12
Peter Giza: I want to be able to catch the next wave.

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

Monday 9.10.12
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

Friday 9.7.12
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

Tuesday 8.14.12
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

Friday 6.8.12
Bill Crager: I think advisors are going to want something more end to end...we think that's going to be a competitive difference.

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

Tuesday 2.21.12
Dan Skiles is adding RedBlack and Total Rebalance Expert to the SSG repertoire. Even small RIAs can benefit, he says.

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

Wednesday 11.9.11
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

Tuesday 9.7.10

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