Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Fintech Report Card: June 2018

Below is the June edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Lincoln and Orion Team Up on Annuities đź‘Ť What happened: Lincoln Financial Group is partnering with Orion Advisor Services on a data platform for advisors who use Lincoln’…


No Man Is an Island (Unless You're a Solo Advisor)

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 requirements that get trickier every year. Solo advisors have tremendous freedom, but the environment presents…


Riskalyze Review: June 2018

Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. Stats is Live! Stats is our next-generation data analytics tool—and it's live in Riskalyze Premier! It offers powerful portfolio metrics like diversification analysis, sector breakdowns, and much more. We've…


5 Good Fiduciary Habits

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 already out of the bag and the Best Interest Economy is here to stay—…


Fintech Report Card: May 2018

Below is the May edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. BlackRock Invests In Acorns đź‘Ť What happened: BlackRock, the $6.3 trillion money manager has become an anchor investor in Acorns, an app that allows investors to put…