Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Fintech Report Card: November 2018

Below is the November edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Ark Launching Fintech ETF đź‘Ť What happened: Ark Investment Management, which runs two of the best performing exchange traded funds over the last three years, is planning a…


Risk Numbers by State

Jason Zweig featured this data in his article, When Your Neighbors Move In to Your Investment Portfolio, for The Wall Street Journal. Since 2013, advisors have been using the Risk Number® to quantify risk and empower fearless investing for their clients. When we decided to look deeper into Risk Number…


2018 Tech Survey

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 effortless as every other digital platform clients use (Amazon, Apple, Netflix, etc). In this year’s annual advisor technology survey, WealthManagement.…


Riskalyze Review: November 2018

Welcome to the Riskalyze Review, our monthly roundup of industry news, product updates, and other happenings in the Riskalyze universe. A Brand New Riskalyze Experience We unveiled the all-new Riskalyze experience at our Fearless Investing Summit last month, and we’re excited to take you on a personal tour before…


Keeping Assets in the Family

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 household? Wealth is generational and has far-reaching impacts beyond just one person. There are…