On Wall Street: Should Advisors Automate Rebalancing for Portfolio Success?

In case you missed it, in a recent On Wall Street article, reporter Lorie Konish reviews the new report from CEB TowerGroup called “The Importance of Automating Rebalancing”. Darrin Courtney, Research Director, Wealth Management at TowerGroup and Joe Stensland, executive Vice President of Product and Delivery Management at Scivantage highlight capabilities of new rebalancing technologies and emphasize that automating and simplifying the process has become essential to drive revenue growth in the wealth management channel. To read the full article, click here.

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