Why Don’t Advisors Have Tools to Provide Holistic Advice?
“It’s not what you look at that matters, it’s what you see.” — Henry David Thoreau According to a recent survey by Certified Financial Planner Board of Standards, Inc., 91% of consumers expect that the advice they receive from a financial advisor will take into account their total financial situation. Yet, many advisors are still myopically focused […]
TD Ameritrade Comes Out Swinging with iRebal Update
I began this series of articles on portfolio rebalancing software with a panel of four product vendors at last year’s T3 Conference. (see Which Portfolio Rebalancing Software is Right for You?) One of those products was iRebal and since then I have been looking forward to writing a more in-depth review of it. I recently […]
