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Financial Advisor
January 2005
Joel Bruckenstein
First Look: iRebal---"The Intelligent Rebalancer" The iRebal software allows financial advisors to rebalance across accounts at the household level. Additionally, it is designed to help manage cash flows into and out of the portfolio. mark for My Articles similar articles
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. mark for My Articles similar articles
Registered Rep.
April 1, 2008
Christina Mucciolo
The Eclipse of Paper The process of scanning documents and storing them using document-management software has finally taken hold of the mainstream in the brokerage industry. mark for My Articles similar articles
Financial Advisor
September 2005
Tracey Longo
Billion Dollar Babies What makes some of the biggest investment advisory firms in the country tick? mark for My Articles similar articles
Financial Planning
June 1, 2007
Deborah Doyle McWhinney
Independents' Day As investment advisors become more popular and profitable, they must find new ways to keep ahead of the competition. mark for My Articles similar articles
Financial Planning
September 1, 2011
Glenn G. Kautt
Game Changers Take a closer look at portfolio management software. mark for My Articles similar articles