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 coming to
Boston October 2-4. Early bird tickets are on sale now, and we expect to sell out again this year.
Whether you’re a Summit veteran or new to the Fearless Investing Movement, we’d love to see you at the best advisor conference of the year.
EXPLORE THE SUMMIT
2018 Tech Survey
In their annual advisor technology survey, WealthManagement.com partnered with F2 Strategy, a wealth management and marketing firm, to find trends that could have serious, long-term effects for advisors. We’ve included recommendations for tech that could provide the greatest impact in the new year, and introduce you to the new standard of success: liquid expectations.
Webinars You'll Love
Whether you’d like to see how Riskalyze can supercharge your marketing efforts, or spend time with our newest integration partners at Advyzon—an all-in-one, cloud-based financial advisor technology platform—and MyRepChat—a compliant SMS texting platform—we have a webinar for you!
Fintech Report Card: December 2018
Below is the October edition of the Fintech Report Card, a piece originally published in WealthManagement.com where Riskalyze CEO Aaron Klein dives into last month's hottest news.
Creative Recruiting Strategies
VRiskalyze’s Vice President of Talent (and hiring guru) Brian Gelfuso breaks down his 8 favorite creative recruiting strategies. Learn how to attract the best advisors, admins, and junior advisors to your firm—and some unlikely places to find “A” players (hint: it’s not a job board).