How to Capture the Next Generation of Investors

Look around at your firm’s clientele. What do they look like?

For most advisory firms specializing in retirement planning, the demographic is typically older, wealthier Americans either already enjoying or quickly approaching retirement. It’s a good setup – but it isn’t necessarily sustainable.

In the next few decades, experts expect to see a large transfer of wealth from baby boomers to younger generations. But with big cultural differences between these groups, will your firm be able to keep that wealth in-house?

Let’s explore who these next generations are, what they expect from an advisory experience, and the top three ways you can capture their interest (and business).

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Searching for Fixed Income Investments in Discovery

Since we launched Discovery, we’ve been on a mission to make it the world’s fastest fund screener and investment research tool for advisors. Thousands of advisors have adopted Discovery as their primary method to search, sort, filter, and favorite their top stocks, ETFs, mutual funds, and SMAs for clients.

And with the All-New Portfolios Experience, you can easily add those favorites directly into a portfolio or proposal making your workflow even faster, but we aren’t finished innovating with Discovery!

Today, we’re announcing the biggest update to Discovery to date. Fixed Income is now available for screening.


Today, we’re announcing the biggest update to Discovery to date. Fixed Income is now available for screening.


We are excited to announce that users on Riskalyze Select and Riskalyze Elite can now search for fixed income products using four new filters inside of Discovery.

Breaking Down The Filters

In order to find the right fixed income investments for your clients, you need the right filters. We’ve made it easy to find exactly what you are looking for with the four new filters.

  • Bond Sector – This filter allows you to choose between four main sectors including government, corporate, municipal, and asset backed bonds.
  • Average Credit Quality – Filtering by the credit quality will narrow your results based on the Standard & Poor’s and Fitch Ratings credit ratings (ex. AAA, AA, A, BBB, etc.)
  • Maturity – Narrow down your results based on how long it takes for the investment to return the original principal back to the holder.
  • Duration – Narrow down your results based on their sensitivity to interest rate changes.

Armed with these new filters, Discovery continues to grow into an advisor favorite. Just look at what others have been saying the past few months.


“I love all of this!”
– Andy, advisor in Ohio


“I am looking to move off [my outdated
systems] because Discovery is awesome.”
– Jay, Advisor in Texas


Not sure where to start with Discovery?

If you are not familiar with Discovery, you’re going to love quickly diving into research based on your most important search criteria including the Risk Number, Riskalyze GPA, expense ratios, and more.

And it doesn’t end there — Discovery has 19 different filters that allow you to sort, search, and filter to your heart’s content. Finding the perfect stock, mutual fund, ETF, SMA, and now fixed income product for your clients has never been easier.
And, if you are on Riskalyze Elite, you can hop from Discovery straight into Individual Security Analysis and start generating powerful reports making Riskalyze your one-stop-shop for all your analytics and research.

Want to check out Riskalyze for the first time? Request a demo here and a specialist would love to show you around.

How Hyper-Personalization Has Changed Client Expectations

When you last logged into Netflix, how did you decide which movie to watch?

Did you have to scroll through Netflix’s hundreds of menus for an hour before you found something you wanted to watch? Or, more likely, did you flip through the “Recommended for You” section and find something that looked similar to your other interests, and then let the auto-play feature do the rest for you?

Media companies like Netflix have pioneered the use of hyper-personalization to cater directly to the individual interests of each of their customers.

Through the use of data collection, they know what you like to watch, how long you watch it for, and what else might keep you hooked long enough to keep paying $14 a month as you wait for the next season of Stranger Things to arrive in two years.

Financial advisors have long held the belief that personalized customer service is critical to building a successful advisory firm, and that’s still true today. But in a world of hyper-personalization, client expectations are radically different from what previous generations have considered “personal.”

In this blog, we’ll show you how to keep your firm at the forefront of creating an amazing client experience with hyper-personalization leading the way.

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