Happy Holidays from Team Riskalyze
We couldn't do what we do without our amazing advisors. Check out our latest holiday video and see what happens when we put together thousands of sheets of paper and a camera crew.
T3 Advisor Survey
Vote for your favorite software vendors and fund companies in the Advisor Perspectives/T3 Survey. We realized some Riskalyze users might not be aware of the great work Bob Veres does, but let's show some Riskalyze love! Look for us in the risk profiling category, and see how your tech stacks up.
Fintech Report Card: November 2017
Below is the November edition of the Fintech Report Card, a piece originally published in WealthManagement.com where Riskalyze CEO Aaron Klein dives into the hottest news of the month.
Year of the Rocket Ship
Just when we think we can't move any faster, 2017 happens. A year of milestones, firsts, and challenges—and one of our brightest yet.
Riskalyze CEO Aaron Klein gives his unique take as the captain of this ship, and tells us what to expect in 2018.
Riskalyze CEO Aaron Klein gives his unique take as the captain of this ship, and tells us what to expect in 2018.
Client-Facing Technology
In the age of best interests, it’s more important than ever to prove your value easily and conclusively. Click the link below to see how client-facing technology tackles that problem, and why we think it's one of the greatest advances in fintech of the past ten years.
Do People Change?
Determining risk should be the first step of an investing strategy, but does a person’s risk tolerance change over time?
Riskalyze’s Chief Investment Officer Mike McDaniel discusses the Whats and Whens of reassessing risk. He also gives examples of how an investor’s circumstances can change, and why their risk tolerance might need a second look.
Riskalyze’s Chief Investment Officer Mike McDaniel discusses the Whats and Whens of reassessing risk. He also gives examples of how an investor’s circumstances can change, and why their risk tolerance might need a second look.
