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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 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 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.
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 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.
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.
Registered Rep. October 31, 2014	Advisor Views on Alternatives While 70 percent of advisors recommend some form of alternative products to their clients, it's a select group.
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 Planning January 1, 2009 Glenn G. Kautt	Unexpected Dividends Sometimes small, seemingly inconsequential changes can have lasting impact for a financial planning firm.
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.
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.
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, 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 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.
Investment Advisor June 2010 Angela Herbers	The Fast Track: American Standard Comp tables based on surveys of advisory firms won't help you find the right salary range for your firm if those firms are over- or underpaying.
Financial Planning December 1, 2010 Neesha Hathi	Integration Issues If you're doing technology implementation right, the process of self-improvement is never finished.
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.
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 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.
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 Advisor April 2007 David Lawrence	RIM Shot Service pricing is not the sole issue for today's financial advisors to deal with. There are several issues unique to Retirement Income Management practices that require attention.
Investment Advisor June 2010 Mark Tibergien	New Challenges for Achieving Critical Mass Critical mass for an advisory firm, traditionally $5 million in annual revenue, is creeping up.
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.
Investment Advisor October 2008 Maya Ivanova	War Room How the most successful advisory firms are mitigating risk on two fronts: for their clients, and for their own businesses.
Financial Advisor November 2005 Roy Diliberto	The Naked Emperor Revisited When clients are promised consistently superior, above-market returns by their financial advisors, are these promises as shallow and invisible as the clothes "weaved" by the tailors in the Hans Christian Anderson fable?
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.
Financial Advisor March 2011 Somnath Basu	Back To Basics Advisors don't need to rely on complicated models to help clients avert losses.
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 Advisor October 2012 Joel P. Bruckenstein	A Different Kind Of Leverage Independent broker-dealers are using technology to help their advisors prosper.
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.
Financial Planning December 1, 2008 Deena Katz	Financial Imagineers Investors are panicking, and advisors are trying to keep their clients from jumping ship. This will take a bit of imagineering on our part.
Investment Advisor April 2006 Maya Ivanova	Self Improvement In the recent supplement to the 2005 Rydex AdvisorBenchmarking Survey, many advisors recognize that simply maintaining the status quo is not enough. They're continuously examining their business plans and investment processes to look for improvements.
Financial Planning November 1, 2007 Dan Skiles	Tackling Technology Sharp growth in the financial advisory industry has led to a need for most firms to improve their technology to handle more capacity. The key, however, isn't how much you spend -- it's where and when you spend it.
Investment Advisor June 2006 Bob Clark	Clark at Large: Reality Check A good exercise is to periodically examine the things we know to be true and explore why we think so. Here's a list of possible misconceptions financial advisors hold to be true: Client portfolios need international exposure... It doesn't matter what the other advisors do... etc.
Investment Advisor December 2007 Bob Clark	Future Talk Using third-party portfolio managers just might offer a better business model for independents advisors. Here are a few things to consider when looking at third-party portfolio managers.
Financial Advisor July 2005 Tracey Longo	AssetMark's Asset Grab How former financial planners found a way to bring their asset management model to 1,200 advisors in less than a decade.
Investment Advisor November 2006 Bob Clark	Name Game Advisors who want to benefit from the more favorable economics of working with fewer -- but higher net worth -- clients will increasingly need to position themselves as investment managers or wealth managers.
Registered Rep. September 24, 2015	The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services.
Financial Planning July 1, 2008 John J Bowen	Can We Talk? Reaching out to clients and communicating with them during periods of intense market volatility is an absolutely essential-and effective-way to differentiate yourself from other advisors and win the loyalty of your clients.
Financial Planning July 1, 2008 Scott Schutte	Valuing Your Services Have financial planners themselves compromised the value of the service that is the foundation of nearly all client relationships: investment management? If so, what's the solution?
Investment Advisor August 2009 Adam Moseley & Wade Spencer	New Day, New Tools With budgets tighter than ever these days, many advisory firms have found it difficult to pursue new technology initiatives and make new purchases.
Financial Advisor June 2009 Marla Brill	ETF Portfolios To Go ETF portfolio management services pitch to financial advisors.
Financial Advisor May 2008 Kurt J. Rossi	Great Expectations Advisors must be cognizant of the fact that tuning into the emotional needs of clients is the key to helping them remain on the track to realizing their goals and dreams.
Financial Advisor June 2004 Sydney LeBlanc	SMAs and Due Diligence: Streamlining The Process Software tools and common sense can help advisors enter the separately managed accounts (SMA) business.
Financial Advisor August 2010 Raymond Fazzi	Looking To Streamline Now that they've experienced the harsh consequences of poor business management, fee-based advisors are looking to their custodians and broker-dealers for all the help they can get.
Investment Advisor May 2009 James J. Green	Numerology: No One Way Researchers have discerned a number of core themes regarding how advisors are conducting retirement income planning.
Investment Advisor March 2009 Angela Herbers	The Fast Track: Collective Amnesia Why do advisory practices fail? Not only do they refuse to position their firms for times that might not be so good, they seem to go out of their way to overexpose and overextend their practices so that the slightest downturn becomes a challenge.
Financial Planning June 1, 2009 Ingrid Case	What Clients Want Now Clients do have a right to expect planners to get busy -- very busy -- in three major areas now. As the markets start to recover, advisors need to calm clients, stabilize their portfolios, and take advantage of the upside.
On Wall Street June 1, 2010	Five Questions With Gurinder Ahluwalia The President/CEO of Genworth Financial Wealth Management talks about his company's goals and services.
Financial Planning September 1, 2007 Joel Bruckenstein	Smarter Software A consortium of software providers is working to make sure members' programs play well with others -- and financial planners can benefit.