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As a mid-career advisor, you’ve put in the hard work to build a good-sized book of business – but that doesn’t mean you’ve left that growth mindset behind. Likely, your focus right now is on growing...
As a mid-career advisor, you’ve put in the hard work to build a good-sized book of business – but that doesn’t mean you’ve left that growth mindset behind. Likely, your focus right now is on growing...
Early-career advisors tend to focus on growing their book of business, while mid-career advisors often want to scale their firms upward without sacrificing their client experience. But late-career...
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By Grace Bryan Community Content Manager, Riskalyze How to use social media to engage prospects and communicate with clients.
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...
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.
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...
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.
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...
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...
For years, financial advisors have approached marketing with a tentative—some might even say fearful—mindset.
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...
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...
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...
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...
Learn the full story behind financial advice entering the Risk-First Decade — watch CEO Aaron Klein's Fearless Week 2020 Keynote Address.
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...
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...
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...
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...
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...
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,...
Chatter about Outside Chief Investment Officer (OCIO) services is growing, and there’s a lot of ambiguity around what an OCIO service entails.
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...
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...
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...
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...
“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...
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...
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...
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 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?...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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,...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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...
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 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...
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...
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...
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...
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...
May 12, 2021 Update: this post has been disputed by the president at RiXtrema, and we'd like to address his comments.
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...
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...
