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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 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 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 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 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 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.
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 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 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 Advisor November 2010 James Picerno	Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.
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.
Registered Rep. February 17, 2012 Jerry Gleeson	Envestnet To Buy RIA Software Provider Tamarac Envestnet is looking for a larger share of the RIA market with its latest acquisition.
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 Advisor December 2010 Joel P. Bruckenstein	X Marks The Spot Tamarac's Advisor X packs promise.
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.
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.
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.
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.
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.
Financial Planning May 1, 2012 Donna Mitchell	Savvy, Direct Investing The investment team at Gimbal Financial, an independent advisory firm, doesn't outsource all its investment management for clients anymore. Just two years ago, the Fishers, Ind., practice began using its own in-house investment strategy.
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.
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.
Financial Planning September 1, 2011 Glenn G. Kautt	Game Changers Take a closer look at portfolio management software.
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.
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?
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.
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.
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.
Investment Advisor October 2006 James J. Green	Harvest Time All the Time A connoisseur explains how to use ETFs to harvest tax losses year-round.
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.
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?
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.
Financial Planning February 1, 2011 Lisa Martin	Silent Partner Advisory businesses cannot survive on investment acumen and business model alone. Operations can make or break your dreams.
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.
Registered Rep. June 1, 2012 Jerry Gleeson	60 Seconds: Jud Bergman Jud Bergman, Co-founder and CEO of Envestnet is asked about his three new acquisitions.
Financial Advisor November 2011 Dan Moisand	Timing Is Nothing Just because you rebalance doesn't mean you're a market timer.
Financial Advisor August 2005 Rick Adkins	What I Learned About Portfolio Rebalancing The problem with calendar rebalancing is that it can totally miss the time points where rebalancing can yield the greatest payoff. Markets simply don't know what month it is; they move randomly.
Financial Advisor September 2010 Joel P. Bruckenstein	Key Role Custodians are upping their technology offerings to RIAs.
Financial Planning December 1, 2010 Neesha Hathi	Integration Issues If you're doing technology implementation right, the process of self-improvement is never finished.
The Motley Fool June 13, 2008 Julie Clarenbach	A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them.
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 Advisor June 2009 David Lawrence	The Efficiency Game Integrated software greatly reduces redundant efforts at financial advisories and means staff time will be used more efficiently.
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 Planning December 1, 2007 Joel P. Bruckenstein	2007 Software Survey For financial planners: What you're using, what you're not -- and how the right programs can improve your efficiency.
Investment Advisor November 2007 Lauren Barack	Give Them What They Want Understanding they can't offer every tool to every advisor, custodians are nevertheless making sure to remain flexible enough to meet advisors' ever changing demands.
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.
Investment Advisor April 2006 Ben Warwick	The Puzzler: The Tilt of Beating the Market? The uncorrelated nature of portfolio tilts creates a type of safety net that puts the advisor in the driver's seat. Combined with tax-loss selling and account rebalancing, portfolio tilts are a powerful addition to an arsenal and a nearly fool-proof way to generate alpha for clients.
Financial Advisor August 2012 James Picerno	What Are They Thinking? Advisors discuss their favorite resources for surviving (and thriving) in the money game.
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.