The recent market volatility has thrown a curveball to many investors and highlights the importance of financial advisors’ work — especially during ...

Even with our fintech experts working remotely this week, interactions with incredible advisors haven’t slowed down a bit. We’ve recorded best ...

by Aaron Klein CEO at Riskalyze

Below is a special edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. 

By Michael McDaniel Co-founder and Chief Investment Officer