Riskalyze Review: September 2017

Our long-awaited research white paper on robo advisors has arrived. What does the future look like for robo and how can advisors face the challenge? We've used years of hard data to give you solutions.

We believe the human advisor is something worth betting on deep into the future. That’s why we’re sending this piece, How Robos Are Winning, Destined to Fail, and Changing Investing Forever, straight to you as a free resource.

MoneyGuidePro users, rejoice! This often-requested integration is now live, and we couldn't be more excited to see the Risk Number^® in MoneyGuidePro. See their full press release for details and an invite to the upcoming webinar.

Ready for a deep dive into integrations and account automation? Whether you'd like to hang out with our strategist partners at Krane Shares and Swan Global, or get some training on bringing the Risk Number^® into planning platforms like MoneyGuidePro or RightCapital, we've got an upcoming webinar for you.

We love meeting advisors face-to-face, so we're sending twenty-seven members of the Riskalyze team to twelve events in the next two weeks. Here are some of the highlights:

Disrupt | Advice, NYC, September 13-14
Orion Ascent, Scottsdale, AZ, September 18-20
eMoney Summit 2017, Scottsdale, AZ, September 25-27
InsuranceNewsNet Super Conference, Dallas, TX, September 27-29

Are you attending a conference this fall? We'd love to meet you.

Below is the August 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.

This article written by Jeff Beaumont, Riskalyze's Managing Director of Coaching, shows the 4 criteria clients—and prospects—use to measure value. How do your advisory services meet these needs?

We've also constructed scenarios so you can see these criteria in action.