Content tagged "Total Rebalance Expert"



Tricia Rothschild: We haven't allowed advisors to act. Now when you want to make a trade, you don't need to go somewhere else.

Morningstar buys standalone rebalancer to fulfill its all-in-one vision by getting Sheryl Rowling to cash out and go back to RIA
This way M'star gets to intellectually fuel trades but execute lift-off without an awkward hand-off out of its own software zone

Monday 10.12.15
Greg Friedman [flanked by Patrick Yip and Dan Skiles]: In our early years, wealth management was easy. Now, however, the game has changed.

Greg Friedman channels his inner Marc Benioff and Junxure shows off its sky-high future before a crowd of $1B RIAs and RIA digerati in Vegas
Robos had their hush moment over a lost $5 million account and advisors buzzed over the Total Rebalance Expert-Morningstar deal but Friedman kept CRM at the center

Monday 10.12.15
Sheryl Rowling and Eric Clarke will join their softwares at the hip.

Orion Advisor Services inks licensing deal to close the rebalancing gap with Tamarac and Black Diamond
Eric Clarke makes Total Rebalance Expert one with his portfolio accounting software to assuage CPAs and other tax-minded advisors

Tuesday 3.25.14
Bob Veres engages CEO of Moss Adams Wealth Advisors Rebecca Pomering and Tim Kochis, former CEO of Aspiriant, on issues of scale.

Veres and Bruckenstein lure big RIAs to Denver to discuss getting even bigger
Tim Kochis and the virtual Moss Adams all-stars brought firepower to the 2nd annual Business and Wealth Management Conference

Monday 9.17.12
Charles Goldman has kept a low profile but maintains an intense interest in the RIA business

Charles Goldman will give a speech and Shareholders Service Group will make noise in the marketplace
Over 300 independent RIAs are expected in San Diego along with Spenser Segal, Lou Stanasolovich, Bob Veres and Norm Boone

Wednesday 12.14.11
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

Tuesday 9.13.11

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