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One of our favorite Super Bowl commercials this year featured a QR code bouncing around the screen for a full minute. No text, no pitch – just a code and some music. Here’s a screen grab in case...
Triad Partners Aligns with Riskalyze AUBURN, CALIFORNIA — May 24, 2020 — Riskalyze the industry-leading risk-centric wealth management platform serving tens of thousands of financial advisors,...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Introducing Command Center! What if your compliance tool wasn't...
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The Command Center home-office platform is now available with firm configuration tools and its cornerstone app: Compliance.
We're thrilled to announce our lineup for this year's Fearless Investing Summit! Read's today's full press release below.
Below is the March edition of the Riskalyze Fintech 5, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Our CEO Aaron Klein sat down with Matt Halloran, Partner and Chief Relationship Officer of Proud Mouth, at the 2021 MarketCounsel Summit to talk: how to tackle the confirmation bias to effectively...
As an advisor, you know how important it is to offer a variety of investment tools to help your clients reach their financial goals. And as your client’s needs grow, you might look to Separately...
One of our favorite Super Bowl commercials this year featured a QR code bouncing around the screen for a full minute. No text, no pitch – just a code and some music.
Below is the March edition of the Riskalyze Fintech 5, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Get Your Ticket Today! Registration for the 2022 Fearless...
Technology is a game of constant disruption, and nobody knows it better than the search engines that emerged at the turn of the century.
Improvements on bonds follow a long line of securities coverage investments such as structured notes.
Headlining the Fearless Investing Summit in October was the launch of our new lightning-fast fund screening solution: Discovery. It’s the most intelligent way to search the universe of securities to...
With hundreds of thousands of financial advisors in the United States alone, your firm has to employ various marketing tactics just to stand apart from the competition. But do you know one of the...
Below is the February edition of the Riskalyze Fintech 5, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Registration Now Open! Registration for the 2022 Fearless...
Below is the January edition of the Riskalyze Fintech 5, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. How to Measure Risk Capacity An investor’s risk tolerance is...
Former FolioDynamix, Refinitiv executive to lead core risk function at industry leading risk-centric wealth management platform
We're thrilled to welcome Liberty Wealth Advisors to the Fearless Investing Movement. Read the full announcement below!
We're thrilled to welcome Tricia Rothschild to the Riskalyze Board of Directors. Read the full announcement below!
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Take the T3 Survey The 2022 Technology Tools for Today...
Below is the December edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Submit a Riskalyze Referral Get your holiday shopping done...
We're thrilled to integrate with Pulse 360 to give advisors more efficient workflows & enhance their capabilities. Read the full announcement below!
Below is the November edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
We're thrilled to welcome Laurie Schultz as our new Board Chair! Read the full announcement below!
We're thrilled to announce Riskalyze has integrated with Income Lab, a dynamic retirement planning technology provider. Read the full announcement below!
We're thrilled to announce Hantz Financial Services, Inc. is the first firm to pioneer the new Discovery feature and deploy Riskalyze Elite to all advisors. Read the full announcement below!
The Fearless Investing Movement and the advisors who lead it are all about putting to rest the old subjectivity of the past. We know that objectivity matters. Math matters.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Riskalyze Referrals Get your holiday shopping done early! Refer...
Riskalyze and FP Alpha join forces to bring the best of both of these platforms together to improve the quality of financial advice delivered while streamlining workflows to drive greater...
Below is the October edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
We're thrilled to announce our integration with Altruist, allowing advisors to integrate information & appropriate risk management with a seamless investment experience. Read the full announcement...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Watch CEO Aaron Klein's Annual Keynote Address Couldn't make it...
New Product Announcements from the Fearless Investing Summit 2021 Earlier today from the Fearless Investing Summit stage in Palm Springs, we were thrilled to announce a brand-new suite of features...
We're thrilled to introduce a slew of new features and updates from the 2021 Fearless Investing Summit in Palm Springs. Read the full announcement below!
Below is the September edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
We're thrilled to announce our new strategic partnership with Onramp Invest to equip advisors on crypto and risk. Read the full announcement below!
We're thrilled to expand our partnership with Allianz Life Insurance Company of North America. Read the full announcement below!
CAPTRUST equips its wealth management team with access to Riskalyze. Read the full announcement below!
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Join us for the Fearless Investing Summit Online Experience...
We're thrilled to announce the general availability of the Riskalyze Trading platform to every financial professional leveraging Interactive Brokers, Apex Clearing, and RBC Clearing & Custody. Read...
We're thrilled to welcome Mariner Wealth Advisors to the Fearless Investing Movement. Read the full announcement below!
Below is the August edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Today is a big day for our company and the advisors we love to serve! Riskalyze is fueled up and ready for the next chapter of empowering the world to invest fearlessly. Read the full press release...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Introducing the Fearless Investing Summit Online Experience ...
Below is the July edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Less Than 100 Tickets Remain! Demand has been off the...
Below is the June edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
We're thrilled to announce the addition of the Best Interest Proposal Assessment to equip compliance teams and advisors with the documentation needed to prove best interest for client rollovers. Read...
We're thrilled to partner with CommunityAmerica Financial Solutions and assist their credit union partners and advisors better meet the needs of its members. Read the full announcement below!
This fall, financial professionals will resume a time-honored tradition not experienced since March 2020: attending in-person conferences. For some, it will be their first time and for others, it...
Do you ever feel like advisor marketing is a sea of sameness? When advisors talk about what they do, it can be easy for things to sound similar. Financial planning has risen to the forefront, but...
We're thrilled to enhance our integration with RightCapital to provide financial advisors seamless access between the two tools. Read the full announcement below!
Nobody wants to be on the wrong end of an ACAT form. Losing clients can be discouraging at best, but...it happens. Even the best of advisors can’t keep everyone for the long haul. How are we...
We're thrilled to welcome Foundations Investment Advisors to the Fearless Investing Movement. Read the full announcement below!
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Less Than 200 Tickets Remain! Demand has been off the...
Below is the May edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Below is the April edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Ready to Level Up? Join the industry's best coaching team...
How to consistently do what’s right and ultimately make a difference in the world.
How to practice what you preach and infuse financial literacy into your household.
How to be a strategic team player in your wealth management firm.
How to run an efficient practice from the comfort of your own home.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Fearless Investing Summit 2021 Demand has been off the...
Below is the March edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
We're thrilled to expand our relationship with Hightower Advisors through Riskalyze Trading! Read the full announcement below.
Advisors love pinpointing a client’s risk tolerance and demonstrating alignment between their risk capacity and portfolio risk. It’s why they’ve delivered millions of Risk Numbers® to empower clients...
Finance is an industry that’s in love with acronyms. From FIFO to LIFO, IAR to RIA to IRA, and ARM to ETFs, it can be hard to break through the jargon and understand what anyone is talking about in...
We're thrilled to unveil our new "Build My Tech Stack" tool that educates advisors on how to configure their integrations and optimize their workflow. Read the full announcement below!
Below is the February edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. We're Celebrating Our Tenth Birthday! The Fearless Investing...
As in-person conferences announce their dates this fall, it’s essential to understand the right questions to ask before attending any event. Event organizers are hard at work to make their event a...
We're thrilled to welcome Atria Wealth Solutions to the Fearless Investing Movement. Read the full announcement below!
For years, financial advisors have approached marketing with a tentative—some might even say fearful—mindset.
We're excited to introduce a brand-new, proposal workflow offering to help advisors compare, contrast, and manage their proposals for clients. Read more in the full press release below!
We're excited to introduce a brand-new, virtual event offering for RIAs around the country. Read more in the full press release below!
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Introducing the Fearless RIA Roundtable Join us for a...
Why do wealth managers charge for advice the way they do? Why is it so complicated? It completely depends on the nature of what types of investors need money management services the most, and the age...
Below is the December edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
We're thrilled to announce the return of the Fearless Investing Summit. Read the full press release below, and we'll see you in Palm Springs!
After a year of virtual events, remote meetings, and online networking happy hours, it’s become more critical than ever that financial advisors invest in a quality tech set-up to support and enhance...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Meet Our Inaugural Award Winners After a year of uncertainty...
It’s hard to believe another year has come and gone, and what a year it has been! In addition to sharing 2020 by the numbers, I thought I’d drop a note to share some thoughts and say thank you.
Below is the November edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
We're thrilled to welcome Boston Private to the Fearless Investing Movement! Read's today's full press release below.
We're thrilled to offer no-cost, end-of-year rebalancing for all US financial advisors and their clients. Read today's full press release below!
Below is the October edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Online Events You'll Love At Riskalyze we know we're only as...
By: Nick Harding, MBA Senior Managing Director of Care and Success Do you ever sit down in your favorite chair on a Friday night, start up Netflix, and then spend thirty minutes scrolling through...
By: Emily Wolfe Event Manager, Riskalyze There’s no doubt that this year has been riddled with curveballs, and the live events landscape is no exception. The way we plan, host, and attend events...
We're thrilled to deepen our relationship with Envestnet through our new, expanded integration and single sign-on. Read today's full press release below!
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Take the T3 Survey The 2020 Technology Tools for Today...
Below is the September edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Want to know what makes Riskalyze tick? There are a few fundamental components. Today, we’ll discuss the component most central to your client’s success—the Risk Number. The Risk Number® is an...
In today’s world, having a website for your advisory firm is a must. But with nearly 2 billion results for “financial advisor” in Google, standing out from the crowd is more challenging than ever. If...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Ready to Level Up? Join the industry's best coaching team...
This past week, we were thrilled to welcome a member of our Auburn City Council, Alice Dowdin-Calvillo, to our Auburn office for a tour with our CEO, Aaron Klein. They spent time discussing how the...
How many leads did your website bring in last month? One? Ten? Fifty? Zero?! Depending on which digital marketing strategies you're using, you may be able to count your monthly leads on one hand...
The new Riskalyze-Fidelity API integration seeks to assist advisors in creating a more comprehensive client risk assessment.
We're thrilled to deepen our relationship with Independent Financial Partners through Connected Trading! Read today's full press release below!
Learn the full story behind financial advice entering the Risk-First Decade — watch CEO Aaron Klein's Fearless Week 2020 Keynote Address.
Below is the August edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Fearless Investing Movement, H. Beck! We're thrilled you're here. Read today's full press release below!
Riskalyze technology empowers great advisors to use objective analytics to express the advice they extend to clients. Advisors use Riskalyze to show their clients the why behind their recommendations...
Welcome to the Fearless Investing Movement, Lincoln Investment! We're thrilled you're here. Read today's full press release below!
Below is the July edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
As CEO of one of the nation’s largest broker-dealers, Cetera’s Adam Antoniades understands risk better than most. And after being appointed CEO right at the beginning of the pandemic, it has been...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Watch Now: "How to Keep Clients Fearless in a Risk-First...
We're proud to announce powerful new tax intelligence capabilities for our advisor trading platform; read the full press release below!
Advisors know the value of having a holistic view into client assets, and almost 80% of their clients agree. Sometimes it's in the best interests of those clients to have their advisor manage the...
Let’s leave the subpar digital events behind and focus the attention on three reasons why I’m excited about Fearless Week—and why you should be too. By Johnny Sandquist, Founder & CEO of Three Crowns...
Join Aaron Klein and Brian Ross for an engaging conversation on trading technology and Riskalyze's partnership with Flyer. By Aaron Klein, CEO at Riskalyze & Brian Ross, CEO of Flyer Aaron: Hey...
Below is the June edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Fearless Week 2020 is Coming! We are a few short weeks away...
Riskalyze never fit into the traditional advisor tech categories – so we made our own. By Aaron Klein CEO at Riskalyze Ten years ago, if you picked up an industry trade magazine and flipped to...
We couldn't be happier to welcome Brian McLaughlin of Redtail to our Board of Directors; read the full press release below!
Wealth Design Group It’s no wonder that an advisory firm from Houston, Texas would show their pride in the Lone Star State. Wealth Design Group knows their audience and does a great job of...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. New Feature Announcements We're thrilled to announce the...
Below is the May edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
By Jonathan Scott Director of Core Product at Riskalyze Back in 2018, we built Detailed Portfolio Stats — “Stats,” for short — for a really simple reason: advisors were asking us for it, over and...
By Michael Fisher, Product Manager at Riskalyze One big impact Reg BI introduces to an advisor’s workflow is the need to deliver a new Customer Relationship Summary (CRS) form, and the SEC doesn’t...
By Kate Maynard Customer Marketing Manager at Riskalyze Email marketing is an effective, low-cost strategy to connect with your customers, prospects, and leads that allows you to connect in a...
Our CEO, Aaron Klein, talks business leader to business leader about the subjects of pricing and contracts in advisor technology. The following is the post on pricing; click here to read the post...
Our CEO, Aaron Klein, talks business leader to business leader about the subjects of pricing and contracts in advisor technology. The following is the post on contracts; click here to read the post...
Today we're announcing exciting enhancements to Riskalyze Select, Riskalyze Elite, Autopilot Trading, and enterprise deployments! Read the full press release below.
Riskalyze to Offer a Weeklong Global Event for Advisors Fearless Week 2020 will feature an unprecedented selection of interactive content for advisors around the world and will be free for the first...
Riskalyze Postpones the Fearless Investing Summit 2020 Originally to be held in Palm Springs this September, the event will now take place in the fall of 2021. AUBURN, CALIFORNIA — June 5, 2020 —...
Pack up the car — a client’s investment journey can be a long one, and they’re sure to hit more than a few bumps in the road. When it comes to the route, you know there are multiple ways to get...
Think you know Riskalyze? Think again! We’re ready to bust the top ten myths about Riskalyze’s enterprise solutions.
Below is the April edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Last Call for Registrations! Today is the last day for...
By Todd Johnson Director of Channel Alliances The Fearless Investing Movement is an all-hands on deck, grassroots effort on behalf of tens of thousands of financial advisors and is backed by...
For a fearless advisor, a volatile market is “game time.” As we look at this opportunity for advisors to connect with prospects and build deeper relationships with clients, we’re proud to help you...
The single-day online course will feature a variety of presenters sharing knowledge on topics from marketing to prospect meetings to client reviews. See today's full press release below. Riskalyze...
Below is the March edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
It’s times like this, as we continue to see market volatility shake things up across every industry, that advisors are called to prove their value to clients. And if you ask our CEO, Aaron Klein,...
By Chris Quandt, Senior Coach You'll probably never hear a Riskalyze Coach say "Drop and give me 20!" Instead, we’re big fans of “Let me show you how our most successful advisors use Riskalyze” and...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Online Events You'll Love At Riskalyze we know we’re only as...
Chatter about Outside Chief Investment Officer (OCIO) services is growing, and there’s a lot of ambiguity around what an OCIO service entails.
Below is the February edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
With the unprecedented market volatility and global uncertainty we’re all experiencing this year, we’ve put together this helpful list of resources to help advisors navigate these uncharted waters...
In March 2020, the outlook on everything was grim. The world was in a state of unprecedented chaos and the market was facing a similar daunting challenge. However, the Riskalyzers you’ll see below...
Below is a special edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
It doesn’t matter if the market is up, down, or sideways: Clients always need guidance and an easy way to get in touch with you. But that doesn’t always mean that they need to make it into your...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Online Events You'll Love At Riskalyze, we know we're only...
Below is the January edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
We're thrilled to bolster our leadership team with new executives who are passionate about empowering the world to invest fearlessly! See today's full press release below. Riskalyze Appoints New...
Welcome to the fearless investing movement, Farm Bureau! We’re thrilled you’re here. Read today’s full press release below. Farm Bureau Financial Services Signs with Riskalyze to Equip 1,000...
We're thrilled to join the industry's best minds at FSI OneVoice this week, and are excited to continue partnering with wealth management enterprises to empower fearless investing. See our full press...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Riskalyze + Redtail CEO Webinar Join Riskalyze and Redtail...
Below is the November edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Riskalyze Referral Program The highest compliment we can...
Below is the October edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
The Customer Care team at Riskalyze is up to any challenge, no matter how scary. An advisor named Matthew recently reached out to us with a few questions about his account, and a fearless Riskalyzer...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Riskalyze Bootcamps Online Event Did you miss Bootcamp...
By Michael McDaniel Co-founder and Chief Investment Officer If you’re using non-traded REIT NAVs to analyze the risk and reward characteristics, “you’re doing it wrong.” Last March, I had the...
Riskalyze Expands Auburn Headquarters at 470 Nevada Street Move will bring all the company’s 130 Auburn employees under one roof.
What do you get when you put 650 fearless financial professionals, the founding president of Ritz-Carlton, NBA legend Bill Walton, and 60+ Riskalyzers into a historic Boston hotel for three days?
Below is the September edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
By Mike McDaniel, Chief Investment Officer We pride ourselves in our respect for the markets. We believe that price is truth and that you need to approach investment analysis with humility, or you...
Major Updates in Riskalyze Today, we unveiled a whole suite of upgrades live from the Fearless Investing Summit in Boston. Watch the special event for yourself, or let us take you on a personal...
By Mike McDaniel, Chief Investment Officer Once again, Riskalyze has taken a largely academic body of work and enhanced it to deliver practical insights. For years, advisors have leaned on the Sharpe...
We're excited to be part of RIA in a Box's new Client Suitability Tool announced today. Read the full press release from RIA in a Box below.
Our friends at Orion had some fun writing today's integration announcement, which you can see below. Enjoy!
We are excited to announce the newly-expanded integration between Riskalyze and the MoneyGuide suite. Read the full announcement from our friends at MoneyGuide below.
We're thrilled to welcome Franklin Templeton into the Riskalyze Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Advisors can now access 12...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Watch the Livestream Event We’ve got exciting news to share...
We're thrilled to welcome Redwood Investment Management into the Riskalyze Partner Store, your one-stop collection of world-class models available right in your Riskalyze account. Advisors can now...
Below is the August edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Today, HighTower and Riskalyze are announcing an enterprise agreement that delivers Riskalyze to advisors at scale, and we couldn't be more thrilled to empower fearless investing through this...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. One For Your Podcast Playlist Recently, Michael Kitces featured...
We were thrilled to hear a Riskalyze client and power user, Nina O’Neal of Archer Investment Management, make an appearance on Michael Kitces’ Financial Advisor Success podcast. In addition to her...
Below is the July edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Today, Waddell & Reed and Riskalyze are announcing an enterprise agreement that delivers Riskalyze to advisors at scale, and we couldn't be more thrilled to empower fearless investing through this...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Less Than 100 Tickets Left The Fearless Investing Summit is...
Below is the June edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
The SEC’s Office of Compliance Inspections and Exams recent report outlining their 2019 examination priorities has some interesting statistics and insights for financial advisors to consider. Chief...
So, you want to engage with potential clients through your website. Where do you start? If you’re already a savvy Riskalyze user, your thoughts might be drifting to the Lead-Generation Questionnaire...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Riskalyze Mobile App Now Available The mobile app is here!...
Today we're announcing major additions to the leadership team at Riskalyze, and we couldn't be more enthusiastic about our future of serving wealth management firms and empowering fearless...
Below is the May edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
The mobile app is here! Your "Remote Control for Riskalyze" is now available in Apple's App Store.
Today we're announcing a new member on our executive leadership team, and we couldn't be prouder to welcome Duncan Powell to Riskalyze! See the full press release below.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Only Two Bootcamps Left We're wrapping up our 2019 Bootcamp...
Today we're announcing an enterprise agreement with Independent Financial Partners, giving us the privilege of serving even more of their advisors. We're honored they've become the latest firm to...
Below is the April edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Introducing Riskharmony.com On April 1, we introduced...
We're thrilled to announce some of the speakers and events that will be included in what's shaping up to be the best Fearless Investing Summit yet. Read the full press release below, and we'll see...
Below is the March edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
In this three-part series, we dive into the workings of the billion-dollar RIA. We’ve included excerpts from our white paper, “The Billion Dollar Formula,” to show how billion-dollar RIA’s...
In this three-part series, we dive into the workings of the billion-dollar RIA. We’ve included excerpts from our white paper, “The Billion Dollar Formula,” to show how billion-dollar RIA’s...
In this three-part series, we dive into the workings of the billion-dollar RIA. We’ve included excerpts from our white paper, “The Billion Dollar Formula,” to show how billion-dollar RIA’s...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Fearless Investing Summit 2019 Join us in Boston for the...
Below is the February edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
According to a recent study by the Department of Labor, 88% of all 401K plans have fewer than 100 participants, totaling more than $600 billion in assets. The emerging corporate market is ripe with...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Riskalyze Bootcamp We're hitting the road! Join the industries...
“Just when I start figuring out the answer, they start asking different questions!” This old punchline almost sounds like it was made for investors. The truth is: advisors are often forced to become...
Below is the January edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Fearless Investing Summit 2019 The Fearless Investing Summit is...
We’re excited to announce a new feature that enhances the way advisors use Retirement Maps. Check out our press release below!
Below is the December edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com.
The Invest in Others Charitable Foundation has elected Riskalyze's CEO Aaron Klein to their board! We're thrilled to see what the organization is doing in our industry, so we've included a copy of...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Happy Holidays from Riskalyze Some kids want to be...
By Mike McDaniel Chief Investment Officer at Riskalyze Today I’m incredibly excited to share about two meaningful enhancements to our calculation methodology that will take effect on January 7th,...
Below is the November edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Ark Launching Fintech ETF 👍 What happened: Ark...
Jason Zweig featured this data in his article, When Your Neighbors Move In to Your Investment Portfolio, for The Wall Street Journal.
Advisors compete against expectations set by players outside of financial advice. Called Liquid Expectations, it’s the assumption that a wealth management experience should be just as predictive and...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. A Brand New Riskalyze Experience We unveiled the all-new...
When working with a client, you’re not just working with an individual: you’re working with everyone they depend on. Who will they pass their wealth to? Who is a partner in decision-making for the...
Below is the October edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Hearsay Launches Mobile Advisor Actions Mobile...
We’ll always be passionate about working with individual advisors, but demand for the Risk Number in the enterprise space has warranted some key new investments. Read the press release below and full...
We considered writing about something REALLY scary. You know...ghouls, ghosts, witches, putting everything in $TSLA...but we decided to talk about the boogeyman. What's the real monster keeping your...
What a day we've had so far at the Fearless Investing Summit in San Antonio! We're thrilled about what today's product updates mean for the Fearless Investing Movement, and we invite you to check out...
A Brand New Riskalyze Experience Explore an edge-to-edge, beautiful design that maximizes screen real estate. With an improved client-facing experience and better ways to search for and import new...
Below is the September edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Facet Wealth Raises $33M in Series A ¯\_(ツ)_/¯...
What if you could get honest feedback from your clients (or ex-clients) on what they really think? Many advisors never get a chance to see that level of honesty. How could you use that information?...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. It's Time For An Up grade And what exactly does that mean? Find...
As a product manager at Riskalyze, I get to talk to advisors on a regular basis – discussing their day-to-day work processes, how they interact with their clients, and the problems that Riskalyze can...
Is your best client always the one with the highest net-worth? Many advisors would disagree. While a good amount of assets are nice, the truth is that some clients are easier to work with than...
By Mike McDaniel, Chief Investment Officer What’s In A Name? The path to fearless investing requires the abolition of failed industry semantics. There’s a fine line between marketing gimmicks and...
Below is the August edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. JP Morgan Launching Free Investing App 👍 What...
There's never been a better time to be a financial professional. We love seeing advisors seize opportunities amidst favorable markets and new technology, but bull markets don't last forever. In the...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Advisor's Guide to Behavioral Finance We believe Behavioral...
Below is the July edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Coinbase Acquisitions Could Create One of the First...
By Dan Bolton, Director of Conferences and Events We’re excited to announce some exciting updates for the Fearless Investing Summit! We appreciate how hundreds of you have bought a ticket before we...
Great news—LPL has facilitated a data feed to sync account holdings into Riskalyze! We're thrilled that our thousands of wonderful LPL customers can say goodbye to manual entry of client data from...
By Chris Quandt, Community Customer Service Manager One of the questions we always ask ourselves is how we can make the Riskalyze customer experience better. That question launched Riskalyze Academy,...
Remember when ovens didn’t have thermometers? Wait—that was a thing? Most of us can’t imagine it, but it wasn’t all that long ago when ovens without temperatures were a reality of everyday life. If...
Below is the June edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Lincoln and Orion Team Up on Annuities 👍 What...
It’s easy to feel like a lone wolf when you’re a solo advisor. Your attention can be turned in many directions as you juggle working with clients, managing operations, and weaving through compliance...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Stats is Live! Stats is our next-generation data analytics...
The fiduciary advisor is considered the gold standard in financial advice. Even though the DOL’s Fiduciary Rule is probably dead, and the SEC’s replacement has yet to be finalized, we think the cat’s...
Below is the May edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. BlackRock Invests In Acorns 👍 What happened:...
Summer is just around the corner and it's the right time to start crossing projects off your to-do list. We thought a checklist would be a great headstart for making it the most productive summer...
The technology advisors use to manage client accounts–whether it's a CRM, risk tolerance, or portfolio management tool—is the heart of an advisory firm. But if it's not working for everybody, or if...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Work Better Together Advisors and admins interact with clients...
Below is the April edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Wealthfront Cuts Fees After Fund Backlash 👎 What...
What a fun week for the Risk Number! We were honored in a few different ways at the 2018 Benzinga Global Fintech Awards, both as the Best Financial Advisor Platform and with the LikeFolio Customer...
We can't wait to see even more CataMetrics advisors get their hands on the Risk Number and empower fearless investing with Autopilot. Check out today's news in the official press release below!...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Webinars You'll Love Want to learn the ins and outs of...
A lot has happened since Riskalyze's VP of Partnerships, Kyle Van Pelt, wrote about the Department of Labor's Fiduciary Rule and the new "Best Interest Economy." Applicability date delayed until Jan...
There’s a big difference between working together and thriving together, as any member of a team can attest. Even though one may require a little more effort, it has a huge payoff for you and the...
Do you remember that time when a single tweet cost Amazon six billion dollars? What about a billion dollar Snapchat nosedive? Regardless of your personal feelings about the Donald Trumps or Kylie...
Below is the March edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Ellevest to Launch Fund for Women 👍 What happened:...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Summit Speakers Announced! We’ve got some big news about the...
We're thrilled about SSG's news today! We can't wait to see even more advisors get their hands on the Risk Number and put accounts on Autopilot. See their official press release below. Shareholders...
We love to be on the cutting edge, and our latest product is sure to...surprise. The Sub-Optimizer is available in all eligible* Riskalyze accounts April 1, 2018. *No Riskalyze accounts are...
Big news for the #FISummit today! We're thrilled with how the events and speaking lineup are taking shape in San Antonio for 2018. Check out the trailer and our full press release below. ...
The demand for talented financial professionals has never been greater, considering more baby boomers approaching retirement, an aging population overall, and the replacement of traditional pension...
Below is the February edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Robo Advisor Websites Crash During Stock Market...
Connecting with prospects and nurturing clients is a skill that many advisors have to learn the hard way. With technology, compliance, and advisory landscapes changing all the time, it’s difficult...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Saddle Up! Big News: Our 2018 Fearless Investing Summit will be...
There are a few great leaders in our industry who are almost universally respected for their perspective, experience and the innovation they’ve brought to wealth management. Lori Hardwick is...
Below is the January edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the January edition of the Riskalyze...
#T32018 was filled with excitement: we officially launched Riskalyze Retirement Solutions, showcased the new-and-improved Retirement Maps, and declared 2018 the "Year of the Advisor." See what else...
As commission structures continue to be reviewed, client acquisitions and increasing AUM growth will become a priority for many advisors. If your acquisition playbook is a little dusty, or you...
A couple of weeks ago, an advisor asked us a very specific (and very timely) question: “Stocks are at an all-time high, bonds are at an all-time high, we’re in the longest Bull market in history—how...
We're thrilled to see 975 of our favorite advisors become the latest to get their hands on Autopilot and everything else the Risk Number has to offer. See the official press release below. Riskalyze...
The Fearless Investing Summit is coming to San Antonio and we're thrilled! Visit FI2018.com to take advantage of our early bird pricing. Use the hashtag #FISummit if you're looking forward to hanging...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. A Common Advisor Mistake Anchoring is the tendency to “anchor”...
Want to know what makes Riskalyze tick? Today, we’ll discuss the way we measure client expectations—the 95% Historical Range. The 95% Historical Range is the cornerstone of setting client...
By Mike McDaniel, Co-Founder and Chief Investment Officer Our data suggests that advisors tend to anchor their client portfolios to their own risk/return preference. Without an objective, quantified...
Want to know what makes Riskalyze tick? Today, we’ll discuss the behavioral finance framework that started it all—Prospect Theory. Prospect Theory is an academic framework that won the Nobel Prize in...
Below is the December edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the December edition of the Riskalyze...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Happy Holidays from Team Riskalyze We couldn't do what we do...
Below is the November edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the November edition of the Riskalyze...
By Mike McDaniel, Co-Founder and Chief Investment Officer An investor’s risk tolerance is unique. With the Risk NumberⓇ, an advisor can quantify their client’s risk preferences and tailor a portfolio...
Advisors use their experience to guide investors to their goals. But with clients that want to do more of the driving, how do you give up the wheel and still keep them from getting lost? And how do...
The world of investing is complicated. Your value as an advisor comes from taking an investor’s history, goals, risk tolerance, and ambitions, and creating an investment strategy that aligns with all...
We're thrilled to announce our expanded integration with Schwab and deliver next-level account automation for advisors. We can't wait to see how seamless, One-Click Fiduciary™ technology improves...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Love Riskalyze? Earn $100. If you love Riskalyze, rest assured...
Below is the October edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the October edition of the Riskalyze...
Our friends at Asset-Map made an exciting announcement today about infusing Risk Numbers into investors' Asset-Maps! Read their full release below: Riskalyze Risk Number Integrated into the Asset-Map...
We're thrilled to be a part of what Penn State Behrend is doing to empower fearless investing from the classroom, so we're making a special visit today. Read the full press release below! Students at...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Customer Preview Live! At the Fearless Investing Summit, we...
By Mike McDaniel, Chief Investment Officer Over a year ago, Riskalyze started building Autopilot. We knew Autopilot technology was going to cost us a fortune to build and we wanted to find a creative...
Advisors have been trained that there are two things they should never discuss with their clients, and they’re not religion and politics. We’re talking about risk and the short term. All of our...
We're completely upgrading the way we approach stress testing. Scenarios is our brand new feature that takes our current stress testing methods to the next level. And a customer preview is available...
By Dan Bolton, Director of Conferences & Events Lake Tahoe isn’t just a destination for tourists. Last week it became a destination for our fearless financial advisors to connect, network, and relax...
Below is the September edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the September edition of the Riskalyze...
An investor has an appointment with a financial advisor. They discuss plans for the next 5, 10, 20 years: buying a house, kids going to college, starting a business, etc. They have a conversation...
We're incredibly excited to finally share the news about Riskalyze Retirement Solutions to the world. The Fearless Investing Summit has been full of big announcements and incredible guests—and we're...
There’s no shortage of information out there—from the 24hr news cycle, to blogs, to Twitter, to financial analysts—everyone has an opinion about investments. More people are in tune with the ebb and...
For decades, the industry has followed the same thought patterns: young people have time to make up for market losses, so they must have an aggressive risk tolerance; whereas, older investors need to...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. The Robo White Paper Is Here Our long-awaited research white...
MoneyGuidePro users, rejoice! This often-requested integration is now live, and we couldn't be more excited to see the Risk Number® in MoneyGuidePro. Read the full press release below! Riskalyze /...
Below is the August edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the August edition of the Riskalyze...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Five Reasons Clients Fire Their Advisor It's not fun being on...
At Riskalyze, we’re always on the lookout to make advisors’ lives easier and better, so we've done some digging to create a handy social media infographic for advisors. How important is social media...
Below is the July edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the July edition of the Riskalyze Fintech...
Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Summer Checklist for Advisors Summer is here! We’ve created the...
Developing a succession plan and exit strategy is the first step of a retirement plan and it can also be the hardest to execute. Many advisors wait until it’s too late and end up selling their...
Americans are confused about retirement. If you thought challenges were limited to young investors not knowing where to start, guess again, because retirees in the thick of it are struggling too....
We’re about to witness the greatest transfer of wealth in history. Over the next 30 years, baby boomers will pass $30 trillion in assets to their Generation X and millennial children, and most of...
Below is the June edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the June edition of the Riskalyze Fintech...
Today CB Insights officially named us to their Fintech 250! Team Riskalyze is excited to be honored, and we give all the credit to the amazing advisors on the journey of empowering fearless investing...
Today we're thrilled to launch the world’s first Automated Account Platform. It's free to activate, and we believe your business will never be the same again. Using Riskalyze to make portfolio...
Below is the May edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the May edition of the Riskalyze Fintech...
Summertime is the right time to think about crossing projects off your to-do list. With the season just a couple of weeks away, we thought a checklist would be a great headstart for making it the...
Below is the April edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the April edition of the Riskalyze Fintech...
If you’re like most advisors, you’re familiar with requests from your clients’ CPAs and tax preparers. These relationships might seem one-sided, especially when it all kicks into a much higher gear...
We love investing in talent to empower fearless investing with our advisors, and today we announce the expansion of our Riskalyze teams both in California and Georgia. Read the full press release...
Advisors are getting eager to join us this October in Lake Tahoe, and we're thrilled about the world-class venue and guests we've landed. In the past few weeks, we've spoken with many advisors...
We got the opportunity to sit down with Alex Chalekian, founder and CEO of Lake Avenue Financial, at one of Riskalyze's locations in California. Aaron Klein, CEO at Riskalyze, loved picking Alex's...
Below is the March edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the March edition of the Riskalyze Fintech...
The financial technology market has shifted substantially in the past six months. While RIA’s and TAMP’s remain the leaders in innovating with new technology, IMO’s are now entering the fintech...
We're thrilled to announce an even more powerful Black Diamond integration we've released in partnership with our friends at SS&C Advent. Read their full announcement below or explore new...
We're pretty thrilled to reach the next big milestone at Riskalyze, and we're even more excited that we get to bring our incredible customers with us. Below is the official press release announcing...
Below is the February edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the February edition of the Riskalyze...
By Aaron Klein, CEO at Riskalyze The Wall Street Journal reports that President Trump will issue an executive memorandum directing the Labor Department to delay and effectively kill the DOL Fiduciary...
By Kyle VanPelt, Managing Director of Partnerships at Riskalyze As President Trump continues to wave his pen around all types of regulation, everyone in my circles is talking about what is going to...
Imagine being asked the following question by your favorite client’s child: “How can you be acting in mom’s best interest when you have so many clients?” That’s a legitimate question. We’ve...
Below is the December edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the latest edition of the Riskalyze...
By Jeff Beaumont, Managing Director of Coaching and Support at Riskalyze Imagine how you feel the moment you walk into Disneyland. It’s exactly how Disney wants you to feel – welcomed, beloved, and...
Below is the November edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the November edition of the Riskalyze...
Proactive advisors are cleansing their existing and future AUM of 12B-1 mutual funds in light of the DOL's fiduciary rule. Below is a Q&A session with Mike McDaniel, practicing financial advisor,...
Below is the October edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the October edition of the Riskalyze...
By @AaronKlein, CEO at Riskalyze It's been quite the season for us here at Riskalyze! With so much going on, I thought it'd be good to take a moment and comment on my favorite highlights from the...
Below is an article originally published in the Wall Street Journal. To view the original article and more great content, go to www.wsj.com. By Laura Cooper Updated Oct. 31, 2016 7:02 p.m. ET FTV...
We're delighted to share PIEtech's news today about the Risk Number coming to the MoneyGuidePro platform! See their full press release below: PIEtech℠, Inc. to Complete Deep Integration With...
Our friends at Junxure announced some exciting integration news today! Read below to see how advisors can leverage the Risk Number in the Junxure platform. Junxure Cloud, Riskalyze Announce...
By Michael McDaniel, Co-Founder and Chief Investment Officer We pride ourselves in our respect for the markets. We believe that price is truth and that you need to approach investment analysis with...
Rapidly growing digital partner to advisors announces first institutional round led by FTV Capital Sacramento, CA (October 31st, 2016) – Riskalyze, the company that empowers thousands of advisors to...
Our CEO Aaron Klein stepped away from a conference to talk to FPPad.com's Bill Winterberg about today's exciting financing news. Watch the full interview below:
By Jeff Beaumont, Managing Director of Coaching and Support at Riskalyze How do clients—and prospects—perceive the value of the services their advisors provide? What criteria do they use? What...
Our friends at Laser App made an announcement today about an integration that we think advisors are going to love. We couldn't be happier to share the release below: Riskalyze Integrates with Laser...
We're happy to announce that we've entered into a five-year agreement with AmeriLife to bring the Risk Number to thousands of annuity producers! See the full release below: Riskalyze and AmeriLife®...
Below is the September edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the September edition of the Riskalyze...
by Aaron Klein, CEO Human nature is against us. Advisors are no strangers to the idea that investors naturally have a tendency to buy when things are good, sell when they get scared, miss the...
It’s here. The Department of Labor’s (DOL) fiduciary rule has been finalized, and its intents are clear: “This broad regulatory package aims to require advisers and their firms to give advice that is...
We're thrilled to announce that Autopilot is at the forefront of platforms integrating end-to-end with TD Ameritrade. View the release below to see how advisors can leverage TD Ameritrade's iRebal...
Below is the August edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Welcome to the August edition of the Riskalyze...
RightCapital made an exciting announcement today, and we couldn't be happier to share it. With a single click, advisors can now send model portfolios and Risk Numbers straight into RightCapital. See...
We're thrilled to be part of the exciting enhancements to SS&C Technologies Black Diamond Wealth Platform along with our friends at Advizr. Read the full release below. SS&C Bolsters the Black...
By Kyle VanPelt, Managing Director of Partnerships at Riskalyze It’s been interesting to scan through all the op-ed pieces about the DOL ruling now that it’s officially here to stay. There’s no...
We’re excited to announce that starting today, advisors now have an even greater set of choices for deciding which market risk assumptions to use when driving the Risk Number® and 95% Historical...
Riskalyze’s newest tools, Check-ins and Client Analytics, are available as a free upgrade to every Riskalyze advisor. Client Analytics help the advisor put markets, portfolios and risk in context for...
Our CEO Aaron Klein is off to Australia this week to speak at Money Management’s “The Future of Wealth Management Technology” conference. Read the full release “down under” this message for details....
TD Ameritrade Institutional (TDAI) has done an incredible job facilitating a growing community of technology innovators in order to make their “Veo” platform an industry leading tool for independent...
We couldn’t be more excited to announce the wide availability of an exciting feature we’ve been testing for some time – the ability for advisors to seamlessly sync in outside assets for prospects and...
Our friends at Advisors Excel posted some exciting news today! See below how the launch of their new AE Wealth Management division will empower advisors to create fearless investors with the Risk...
The Department of Labor released its much-anticipated fiduciary rule earlier this month, and the Riskalyze team has been hard at work to bring solutions and resources to advisors. See our full...
We’re thrilled to announce that we’ve partnered up with Advizr, an innovative financial planning software, to deliver some powerful technology to risk-aware advisors. Read Advizr’s full release...
Picture this. You’re on your computer, in your favorite fintech platform, Riskalyze, when suddenly you stumble, you’ve hit a roadblock. You’re unsure how to proceed, you need some assistance. You...
We’re thrilled to announce that we’ve partnered up with Trust Company of America, an innovative custodian for RIA’s, to deliver even more seamless technology to risk-aware advisors. Read TCA’s full...
If there’s a common question that advisors raise when they first see Riskalyze, it’s this: why do you measure a client’s comfort zone and a portfolio’s 95% Historical Range using a six-month...
We’re excited to announce a brand new Annuities + Insurance add-on that is available to advisors today! Read the full release below. Riskalyze Adds 2,125 Annuity Products for One-Click Risk Number®...
Our introduction of Check-ins at the T3 Conference in February certainly sparked a new wave of conversations around client psychology and risk tolerance. While we didn’t plan it this way, we’re...
Today at T3 our CEO Aaron Klein unveiled a game-changing behavioral coaching solution for advisors of all stripes. Read the full release below. Riskalyze Introduces ‘Check-ins’, Automated...
We’re excited to announce our partnership with SSN, one of the nation’s industry leading independent broker dealers. We couldn’t be happier to help further their client focused mission and be a...
By Aaron Klein, CEO This was an amazing year of growth and change at Riskalyze, and we owe every ounce of thanks for that to our incredible customers. We launched a variety of new products and...
By Michael McDaniel, Chief Investment Officer This week the US Federal Reserve voted unanimously to raise the Federal Funds Rate by 25 basis points. Leading up to the decision, conventional wisdom...
We’re thrilled to announce our new strategic alliance with AssetMark, a leading independent provider of innovative investment and consulting solutions serving financial advisors. Read below for the...
We are proud to be named one of Sactown’s Best Places to Work by the Sacramento Business Journal. Our 90 Riskalyzers get all the credit! Read the full release below and learn more about working...
Today we are excited to announce our latest integration partner, RetireUp, as they have launched a robust integration with Riskalyze into their core product. Read the full press release below. ...
SACRAMENTO, CA– LPL Financial’s Vendor Affinity Program is a new initiative designed to help advisors reduce the complexity and costs of running their businesses Riskalyze is revolutionizing the way...
Today we are excited to announce our integration with eMoney through their emX wealth management platform. Read the full release below. More Choice for Advisors: Another Top Technology Provider...
Today we are excited to announce the integration between Riskalyze and Morningstar Office, enabling advisors who use both programs to have their client data updated and synced between programs...
Today we are proud to unveil our latest whitepaper; Application of Preference Measurement: The Case of Riskalyze. Deep and rigorous in its review, the whitepaper independently reviews, via a team of...
OMAHA, NE and SACRAMENTO, CA - 500+ advisors signed up to implement Autopilot in the last 3 months Autopilot offers advisors the only automated asset management platform built on the power of the...
From the first time an advisor used the Risk Number to help a client understand the comparison between how they’re invested today and how they want to be invested tomorrow, we’ve had advisors asking...
Feb 13, 2015 We’ve watched as advisors have used a variety of methods to share the Riskalyze insights and analysis they’ve built with their clients. We’ve had lots of discussion as an industry...
Autopilot Will Offer Automated Asset Management and Risk Measurement, Embedded Into an Advisory Firm’s Existing Website CLS Investments, LLC (“CLS”), a third party money manager and a leading manager...
We’re excited to announce our partnership with Securities America, one of the nation’s largest independent broker-dealers with more than 1,800 independent advisors and $50 billion in client assets....
By Michael McDaniel, Chief Investment Officer I often quip “these are the days of our centrally planned lives” as my token response to news of surprise central bank monetary decisions. This is both a...
We’re excited to share with you the newest addition to the Riskalyze Advisor Marketing Kit: the Riskalyze Client Video. This video will help you illustrate Riskalyze and its value to your clients...
By Aaron Klein, Chief Executive Officer I just sent this message out to all of our Riskalyzers, and we wanted to share it with our customers, partners and friends as well. Hey Riskalyzers, As you...
One of the things our customers love the most about Riskalyze is how simple and easy it is to use. Today, we’re doubling down on that with the launch of an all-new Riskalyze dashboard and client...
By Aaron Klein, CEO Ever since our product first exited beta testing in mid-2013, it’s been clear that it was a game changer for advisors, and we were in the process of building a company with a...
By Michael McDaniel, Chief Investment Officer Few words in the English language carry worse connotations than the term “backtested.” As an investor, I have first hand experience trusting backtested...
By Michael McDaniel, Chief Investment Officer Every investor psyche has a back story. I started managing money in 2000, right as the tech bubble was popping. My mentor started in the summer of 1987...
We’re excited to announce our partnership with Stratos Wealth Partners, an independent, partner owned and operated RIA firm that places client interests at the forefront of every action taken. We...
Some of the toughest compliance and investment teams in the industry have done a deep review of our portfolio risk methodology. Despite the complexity of accurately setting risk and reward...
By Mike McDaniel, Chief Investment Officer Jason Zweig pens a fascinating piece in the Wall Street Journal panning the qualitative and psychology approaches to risk tolerance as “almost useless.” And...
By Mike McDaniel, Chief Investment Officer In April 2013 I was heckled while on stage at an advisor conference as I demoed the Riskalyze Interest Rate Stress Test feature. As a part of my demo I...
We’re thrilled to serve as the companywide risk engineering platform for the amazing team at Private Advisor Group, LPL Financial’s largest branch office. Here’s the joint press announcement. ...
We are thrilled to be joining Orion Advisor Services as they kick off the first annual FUSE Conference for financial services software developers. It’s no secret that radical innovations rarely...
Today, we’re excited to announce an entirely new product, targeted at the broker-dealers and corporate RIAs we work with: Riskalyze Compliance Cloud. Here’s the press announcement from this...
In May 2012, Nobel Prize winner, father of Prospect Theory and behavioral finance guru Daniel Kahneman told a CFA Institute audience of industry experts that “the single most important function of a...
As the Dow plummeted as much as 460 points this week, the Wall Street Journal reported the difficulties many advisors are facing to keep clients from capitulating and making emotionally-charged poor...
Guest Post by Dan McConlogue, AIF Advisor in Florida 99% of the time, I like what Bob Veres likes and dislike what Bob dislikes. But after reading his recent review of risk analysis tools, I have to...
Today, we’re excited to launch a big upgrade to Riskalyze that has been months in the making: a faster, smarter and more flexible Portfolios tool. Frankly, some of our advisors will be shocked that...
Today, we’re excited to announce two incredible leaders in the advisor and financial technology community who are joining our Board of Directors. Here’s the press release. Riskalyze Appoints Key...
We’re excited to announce our integration partnership with TradeWarrior rebalancing and trading software for advisors. Here’s the press release for today’s announcement. LAYTON, UTAH and AUBURN,...
One of the things we’re good at as a company is distilling an idea into its most basic form, and turning that idea into a product that has a revolutionary impact. We did it when we invented the Risk...
Today, we’re excited to formally announce a great integration partnership between Riskalyze and Redtail. These two Sacramento-based technology companies are both focused on serving great financial...
Today, we’re excited to announce the launch of several key enhancements to the data model we use to calculate the risk in portfolios, the user interface for controlling that data model, and several...
Happy New Year! It’s January, and Riskalyze advisors everywhere are celebrating the first anniversary of a feature that was quite important this past year: the Interest Rate Stress Test. We thought...
Financial Advisor Magazine just posted the five top reasons clients fire their advisor, ostensibly from a survey that they conducted to find out. In a nutshell, here were the reasons. 72% said the...
By Mike McDaniel, Chief Investment Officer “A man has got to know his limitations.” —Dirty Harry The first time I saw the technology at the heart of Riskalyze, I became a believer. I was 30 years...
By Michael McDaniel, Chief Investment Officer Many advisors get an invitation to an investment club, and turn them down. “Why would I go share my knowledge with a bunch of guys who think they are...
We’re excited to announce yet another new partner. It’s not every day that two companies in the same city get the chance to make history together. We’re proud to be working with Pathway, which was...
The big news today is about the rollout of Investment Policy Statements in Riskalyze, but we have three other improvements that are either live in your account, or are in the process of rolling out...
The role of an advisor is a paradox. On the one hand, clients want their advisors to “take care of their money,” but on the other hand, it’s impossible to do that job without engagement, agreement...
One of our advisors shared the story of how she used Riskalyze to convince a “silver bug” to stop adding to his position in the precious metal. This client’s Risk Number was a 45, meaning that he...
The envelope just arrived on your desk. A prominent endowment fund just sent you a request for proposal. This is a huge opportunity to land a premiere client and could lead to a boatload of business...
Today, we were pleased to issue this joint press release with one of our key independent broker-dealer partners, NEXT Financial in Houston. HOUSTON—Independent broker-dealer NEXT Financial Group Inc....
By Michael McDaniel, Chief Investment Officer I’ve used Riskalyze in my practice long enough to have witnessed some surprising results from client risk questionnaires. I’ve had 80 year olds with...
Quantifying the risk in portfolios involves a complicated set of mathematical and methodology choices that we are always working to improve for our advisors. Today, we rolled out several adjustments...
Many LPL teams are fans of the Model Wealth Portfolio platform of actively managed funds that LPL provides to their advisors. Today, we’re excited to announce that we’ve made it incredibly simple and...
By Michael McDaniel, Chief Investment Officer “It’s amazing what you find when you follow the math.” That’s a statement that we’ve heard from many of our advisors, once they use Riskalyze for the...
Riskalyze is a company that started with investment advisors as some of our earliest backers and supporters. One of those wealth managers, Michael McDaniel, was particularly instrumental in our...
There is a reason we insisted on including RISK, a four letter word if there ever was one, in our company name. We believe that our patented risk fingerprint technology is the only way available to...
In our last post on interest rate risk, we looked at how to use the Interest Rate Stress Test in Riskalyze to help us win a new client. Today, let’s take a look at drilling into the portfolio to find...
May 12, 2021 Update: this post has been disputed by the president at RiXtrema, and we'd like to address his comments.
Advisors across the country are using Riskalyze to align client portfolios with client risk tolerance. They do that with new clients — selecting the closest model portfolio, which Riskalyze can...
Advisors love Riskalyze Pro because they can take any set of investments — mutual funds, ETFs, stocks, third party funds or REITs — and instantly calculate the 95% mathematical probability of risk...
Since Riskalyze Pro launched, our advisors have created hundreds of risk questionnaires, which get sent to their clients via email. We’ve made a change to improve the deliverability of those email...
How many times have we heard the disclaimer that “past performance isn’t necessarily a predictor of future success?” In investment advisor circles, that rule is carved in granite. Even worse, there...
The word we hear most from investment advisors is: “finally.” “Finally, I have a way to show my prospective clients how out of sync their current investments are with their tolerance for risk.”...
Robert Powell writes a great piece on Market Watch this morning about how advisors typically use model portfolios and “odds are high that if you’re planning for or living in retirement that this is...
Today, we’re excited to announce the next phase of Riskalyze Pro with the launch of professional-grade portfolio construction tools designed from the ground up for investment advisors. We believe in...
