Riskalyze Blog

Helping Advisors Empower Fearless Investing.

What Ovens and Risk Have in Common

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 you look at recipes from the 19th century, they’re very short…


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 👍 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—…