FolioDynamix Acquired

FolioDynamix Snapped Up for $200 Million in Cash

In one of the most unusual transactions that I have seen in wealth management, a firm with zero industry footprint has laid out a boatload of cash to buy a rising star platform provider. As reported in an article (What Latest Turnkey Acquisition Means for Industry) in FundFire: Actua Corporation, a publicly traded firm which […]

The Best of Both Worlds: Portfolio Rebalancing + Best Execution = Blaze Portfolio

“Innovation distinguishes between a leader and a follower.” — Steve Jobs For the past year and a half, I have been meeting with vendors of portfolio rebalancing software, seeing demos of their products and writing a series of articles about my findings.   All of the applications were very good and provided a long list […]