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Cetera spends millions on rebalancing software to make its reps more RIA-like

Automation of investment management using Folio Dynamix follows Advent implementation

Author Brooke Southall May 16, 2011 at 1:53 PM
0 Comments
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Barnaby Grist: We’re starting with large advisors and there’s quite a wait list.

Grist

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LPL

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Trust Company of America

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Cetera

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iRebal



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Mentioned in this article:

LPL Financial
RIA-Friendly Broker-Dealer, RIA Welcoming Breakaways, Advisory Firm
Top Executive: Dan Arnold

iRebal
Trading/Rebalancing
Top Executive: Benjamin Welch

E*TRADE Advisor Services
Asset Custodian
Top Executive: Joshua Pace

Cetera Financial Group
RIA-Friendly Broker-Dealer
Top Executive: Larry Roth



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