Riskalyze Blog

Helping Advisors Empower Fearless Investing.

The Partner Store Wins a #Wealthie

Advisors using the Riskalyze Partner Store already know it's the industry's best place to access researchers and asset managers, but we were truly honored to have it recognized at the Wealth Management Awards last week. We love serving advisors alongside some of the world's best fintech, and we were fortunate…


Target Date Funds and Risk

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 meaningful naming conventions. Oftentimes a quantitative process can help separate the wheat from the chaff when it comes…


Fintech Report Card: August 2018

Below is the August edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. JP Morgan Launching Free Investing App 👍 What happened: JP Morgan Chase is launching a digital investing service offering free or discounted trades, a portfolio-building tool, and no-fee…


Advisors: What to Do in a Bull Market

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 long term, markets don’t travel in a straight line, do they? Even with corrections, the markets have always…


Riskalyze Review: August 2018

Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Advisor's Guide to Behavioral Finance We believe Behavioral Finance is an essential part of the advisor toolkit. We created a free guide to help you: Recognize Common Biases Understand Investor…