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Financial Planning May 1, 2006 Joel Bruckenstein	Rebalancing Act A new software program that automatically performs sophisticated rebalancing -- and captures extra alpha -- is stimulating the market for similar offerings. Here's what's available.
Financial Planning April 1, 2008 Joel Bruckenstein	Revisiting Rebalancing Almost all financial planners agree that periodically rebalancing clients' portfolios should be standard operating procedure. But as yet, there is little if any consensus as to how rebalancing should be performed.
Financial Advisor September 2007 David Lawrence	Efficient Rebalancing Whether you embrace traditional strategic allocation techniques or actively trading in and out of asset classes within an allocation, there is still a lot of work to do in managing portfolios and optimizing returns for clients within their risk constraints.
Financial Advisor May 2011 David Lawrence	The Challenge Of Rebalancing Here are the pros and cons of using an automated system for this arduous task.
Financial Planning December 1, 2008 Gobind Daryanani	Balancing Acts How do you rebalance assets in these turbulent times? A new approach, called opportunistic rebalancing, squeezes more alpha out of rebalancing.
Financial Advisor October 2007 David J. Drucker	Triumphant Technology For some advisors, nothing brings success like finding the right technology. Killer App No. 1: The Paperless Office... Killer App No. 2: iRebal... etc.
Financial Planning August 1, 2010 Bill Winterberg	Better Balance The unprecedented market volatility that the Great Recession brought during the past two years has put tremendous pressure on financial advisors' back-office technical and trading resources.
The Motley Fool February 25, 2009 John Rosevear	Is Your Portfolio Stuck in 2006? In general, it is a good idea to rebalance your portfolio every couple of years to ensure that it's properly balancing risk and reward consistent with your long-term goals, but rebalancing may not be the right thing to do right now.
Financial Advisor March 2011 Joel P. Bruckenstein	The Commonwealth Way This independent broker-dealer has made great strides in integrating technology systems into its advisory platform.
Financial Planning March 1, 2006 Bob Veres	Beyond the Pyramid Think you know the state of the art in portfolio management? New research may offer some surprises -- and suggest new approaches.
Financial Planning December 1, 2005 John Nersesian	Rebalancing Act One of a planner's most difficult tasks in getting clients to implement a financial plan is convincing them to rebalance their asset allocations. Before you can persuade clients to rebalance, you have to show them the benefits.
Financial Planning May 1, 2008 Mark Willoughby	Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.
The Motley Fool September 14, 2006 Ryan Popple	When Should I Rebalance? Rebalancing a portfolio works best when it's linked to performance. Asset allocation can not only manage risk, it can also increase portfolio returns.
Financial Planning October 1, 2010 Joel Bruckenstein	What's Next for Technology This is a time of creativity and evolution in technology, and advisor technology is no exception. As a result, RIA firms can make changes to their infrastructure and in the process create new efficiencies while actually lowering operating costs.
Financial Advisor September 2010 Carty & Carty	Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims.
Financial Advisor September 2005 Rick Adkins	What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio.
Financial Advisor December 2006 Joel Bruckenstein	Getting Attention RegentAtlantic, with 30 employees managing more than $1.4 billion in assets for approximately 800 clients, has long been a leader in adapting new technologies and applying them to a financial practice.
Investment Advisor May 1, 2011 Dan Skiles	Should You Use a Rebalancing System? If you frequently use model portfolios, a rebalancing system may make your firm more efficient
Financial Advisor December 2004 Joel P. Bruckenstein	Challenging Your Most Basic Assumptions The new book The Investment Think Tank makes you rethink some fundamental financial advisory principles. With its unique blend of the theoretical, practical and futuristic financial ideas, the book is sometimes controversial but never boring.
Financial Advisor December 2004 Sydney LeBlanc	The Gift of Rebalancing Advisors are once again in the throes of year-end activities regarding their clients' accounts. And while this may be when to rebalance portfolios, how to do it is debatable.
Registered Rep. January 1, 2003 Pam Black	A Separate Reality The separately managed account revolution might well be sweeping the financial services industry. That transformation, while still somewhat slow, is inexorable, but also incomplete. So far, for the most part, SMAs aren't being used correctly.
On Wall Street January 1, 2009 Jack Sharry	Innovating Our Way to A Bright Future There are breakthrough innovations happening in the income distribution market -- here are a few.
Financial Planning September 1, 2011 Glenn G. Kautt	Game Changers Take a closer look at portfolio management software.
The Motley Fool October 12, 2010 Kevin Brosious	Rebalance and Win With one quick move, your portfolio could have already recovered from the Great Recession.
Investment Advisor October 2007 Neal Ringquist	Tech Tools There are a number of reoccurring concerns that rank high among the challenges that today's financial services institutions and advisory firms are looking to address. A software company president discusses how to solve those niggling problems stunting your growth.
The Motley Fool February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
Financial Advisor August 2008 Roy Diliberto	Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.
Financial Advisor November 2010 James Picerno	Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.
Financial Advisor July 2004 Joel P. Bruckenstein	A Look At Perspective Partners A conventional, but customizable, Web-based approach to portfolio construction.
Investment Advisor July 2009 Moseley & Spencer	Right in Front of You A growing number of advisory firms are facing tough decisions about spending money on new technology.
Registered Rep. May 17, 2011 Jerry Gleeson	Q&A: Swedroe's Active Interest in Passive Investing How can advisors make their case to skeptical investors regarding passive investing?
Financial Planning October 1, 2008 Gwen Moran	On the Side Producing books, videos, software packages, organizing kits, proprietary asset-analysis tools and other products can set financial planners apart from the pack.
The Motley Fool August 11, 2009 Dan Caplinger	The Best Reason to Sell the Rally Now After just a few months, could it already be time to rebalance your portfolio again?
Investment Advisor September 2005 Kathleen M. McBride	But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P.
Financial Advisor November 2005 Tracey Longo	All For Advisors Brokerage executives are doing their best to deliver the tools advisors need to move their business to the next level, while still remaining efficient. That includes streamlined technology, investment and rebalancing selections, outsourcing, practice management and business development assistance.
Financial Planning September 30, 2013 Paula Vasan	Tech Innovator: Sheryl Rowling A decade ago, advisor Sheryl Rowling went looking for rebalancing software that was easy to implement and affordable. The two market leaders at the time, iRebal and Tamarac, were expensive and complicated.
Financial Planning January 1, 2009 Glenn G. Kautt	Unexpected Dividends Sometimes small, seemingly inconsequential changes can have lasting impact for a financial planning firm.
Financial Planning November 1, 2005 Marion Asnes	Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work.
Financial Advisor November 2012 Joel P. Bruckenstein	Rebooting Advent The technology company is re-establishing its reputation as an innovator and improving its image with RIAs.
Real Estate Portfolio Nov/Dec 2004 Christopher M. Wright	Q&A with Roger Gibson Roger Gibson is a nationally recognized expert in asset allocation and portfolio design. In a recent interview he discusses among other things, diversification and where REITs fit into his clients' portfolios.
Financial Advisor November 2011 Dan Moisand	Timing Is Nothing Just because you rebalance doesn't mean you're a market timer.
The Motley Fool February 9, 2010 Dan Caplinger	Don't Let Your Investments Blindside You Do it yourself and know what you're getting. There are some things you're better off doing yourself and managing your retirement savings is one of them
Wall Street & Technology July 1, 2005 Maria Santos	ACM Targets Broker-Dealers Already used in the bank trust and insurance channels, smartSolutions allows users to manage small investment accounts, including those with assets of less than $100,000.
The Motley Fool January 29, 2009 Dan Caplinger	Why Bogle Doesn't Bother to Rebalance Before you rebalance your portfolio, you should understand exactly why you're rebalancing -- and what impact it will have on your overall portfolio.
The Motley Fool July 13, 2009 Dayana Yochim	4 Ways to Spread Your Risk In order to get some quality Zs, you need a solid asset-allocation plan -- meaning a portfolio with a bunch of investments that don't always move in the same direction.
Financial Advisor February 2008 Joel Bruckenstein	Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008.
Financial Planning March 1, 2005 O'Toole & Steiny	The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up?
The Motley Fool December 22, 2008 Dan Caplinger	Do This Today; Boost Your Returns Tomorrow The one-step way to make sure your portfolio bounces back.
The Motley Fool November 16, 2004 Shannon Zimmerman	Selling Points Two more reasons shareholders should consider parting ways with a fund they hold.
Financial Planning June 1, 2011 Craig L. Israelsen	The Rebalancing Premium The principle behind a traditional 60/40 investment portfolio is balancing two asset classes - large-cap U.S. stocks and U.S. bonds.