iRebal for Roboadvisors

TD Ameritrade Rides the RoboAdvisor Wave with Latest iRebal

While stand-alone robo-advisor assets have flatlined, deep pocketed players are still circling, hoping to land a bargain and jump start their digital strategy.  Firms are pitching themselves as technology plays rather than just online RIA’s that mostly eschew human advisors. TD Ameritrade is positioning their latest version of iRebal as the ‘Intel inside’ for online advisors.  The technology savvy custodian […]

portfolio rebalancing software

3 Secrets of Portfolio Rebalancing by Michael Kitces

Rebalancing is a word that advisors know all too well.  With so much already written about portfolio rebalancing software and strategies, what is it about the subject that fills a conference room to capacity?  That is what I was wondering while sitting in the audience at the IMCA’s 2016 conference, waiting for Michael Kitces to take the stage and […]

Which Portfolio Rebalancing Software is Right for You?

This is a summary of panel discussion from the Tools and Technology Today (T3) Conference that took place February 2013 in Miami, FL. Moderator: Tess Downing, Financial Advisor, Fox, Joss & Yankee, LLC Panelists: Sheryl Rowling, CEO, Total Rebalance Expert (TRX) Brandon Rembe, CTO, Envestnet/Tamarac Danielle Fava, Sr. Product Manager, TD Ameritrade/iRebal Janson Evans, VP […]