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September 1, 2011
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Game Changers Take a closer look at portfolio management software.   |
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. |
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
January 1, 2007 |
Movers & Shakers 2007 These eight leaders are shaping the future of the financial planning industry. Ben Coombs, industry founder and founder of Petra Financial Advisors... Aaron Coates, partner, CIO, CCO, Compass Wealth Advisors... etc. |
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
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Frontline News Schwab Offering Loans To RIAs Going Independent... TD Ameritrade Purchases iRebal... Suitability Standards For DPPs Could Rise... N.J. Firm Was B-D's Biggest Catch In '06... etc. |
Financial Advisor
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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. |
