Articles tagged "Peter Giza"
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After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm its clients with automated rebalancing software
The 12-year old Mountain View, Calif., performance reporter, with $3 trillion plus of adminstered assets, is buying the 18-person, third-year startup to apply to its 600 clients.
October 22, 2021 at 3:03 PM
Invesco snaps up RedBlack, not long after buying Portfolio Pathways and a few years after its Jemstep acquisition
The $1.3-trillion AUM Atlanta-based asset manager promises a 'digital' future, but skeptics question how it can work
December 16, 2019 at 10:56 PM
Pete Giza and Damon Deru go for Holy Grail of portfolio rebalancing with software that shuffles stocks, bonds... and asset classes; Believe it?
The RedBlack and TradeWarrior executives see old systems as 'archaic' yet know that the Black Diamonds, Morningstars, Orions and Tamaracs see rebalancing as a loss leader
June 11, 2019 at 9:49 PM
A higher bidder ripped WealthTouch from Craig Pearson's grasp but his startup could rip the clients, free of charge, right back -- and leave Addepar gasping
After his noncompete expired, the founder and CEO of Private Wealth Systems is welcoming old UHNW managers whose language he speaks
April 25, 2018 at 6:27 PM
Totum's bid to beat Riskalyze, including its own 1 to 99 risk number, gets reward -- acceptance by Black Diamond and CircleBlack
CEO Larry Shumbres says financial advice industry is in for a shock, as thousands-strong uptick in users shows Totum Risk is the real deal
March 30, 2018 at 8:39 PM
Seeking loan of $2 million, PCR discloses $12-million payment due in 2020 -- putting 'sale' on the table, offering memorandum shows
Private Client Resources, founded in 2000 projects it will break even next year but declines to say how it'll pay back mounting pile of loans
March 19, 2018 at 7:03 PM
Orion gets serious about Addepar's threat to its biggest clients
CEO Eric Clarke cobbles together a dozen providers, plus DTCC, into a workable reporting system for alternative investments that cuts labor, improves appearance
March 5, 2018 at 5:44 PM
How much of SS&C's $5.4-billion buy of DST Systems trickles down to Black Diamond RIAs? Maybe a good bit
The mother lode of DST data is expected to salve RIA data aggregation distress as the mega-vendor of data to Advent Custodial Data comes in-house
January 17, 2018 at 6:54 PM
SS&C solves its Axys problem -- for now -- by acquiring Modestspark
The owner of Advent and Black Diamond buys tiny two-person Redmond, Wash. firm that also solves Schwab's PortfolioCenter problem with digital add-on
November 2, 2017 at 11:00 PM
Some notes at MarketCounsel from the pad of a skeptical Peter Giza
The Wealthsite exec zeroed in on Sallie Krawcheck, and all things tech
December 15, 2014 at 5:55 PM
Eric Clarke rolls the API dice by posting Orion software's code online
By putting 50,000 lines of code all on GitHub, the Orion exec risks giant intellectual capital giveaway -- but the upside is tremendous, observers say
May 8, 2014 at 2:57 AM
Why a disconnect between reporting software and advisors to UHNW assets persists -- and what makes the problem so thorny
Many big-time wealth managers are plagued by their own foibles, their clients' peculiar challenges and third-parties who haven't quite gotten a handle on the challenges
November 19, 2013 at 8:05 PM
RIA custodians charge steep new ETF-related fees that can range into the tens of thousands of dollars for big trades and advisors are working to deal with them
Schwab, Fido, TD and Pershing are all in on these 'trade-away' fees and claim they simply are defraying costs of manual labor -- but RIAs aren't so sure
November 18, 2013 at 10:35 PM
Schwab unveils 'Project PM' at IMPACT -- a 'new vision' for using the company's data to fuel PortfolioCenter
The 'next-generation portfolio management system' takes data cleanliness into a godliness realm but competitors and observers offer sharp criticism of the plan -- and its mushy deadline for completion
November 12, 2013 at 5:10 AM
One RIA's bid to make the technology that makes it possible to use one password
Beverly Hills Wealth Management wants to eliminate the downside of open architecture
