Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Fintech Report Card: July 2018

Below is the July edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Coinbase Acquisitions Could Create One of the First Digital Coin Securities 👍 What happened: Coinbase, one of the most popular cryptocurrency platforms, will move forward with acquisitions that…


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’…


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 👍 What happened: BlackRock, the $6.3 trillion money manager has become an anchor investor in Acorns, an app that allows investors to put…


Fintech Report Card: April 2018

Below is the April edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Wealthfront Cuts Fees After Fund Backlash 👎 What happened: When Wealthfront’s risk-parity product was introduced, the additional fee of 50 basis points was much higher than customers…


Fintech Report Card: March 2018

Below is the March edition of the Fintech Report Card, a monthly piece by Riskalyze CEO Aaron Klein originally published in WealthManagement.com. Ellevest to Launch Fund for Women 👍 What happened: Ellevest, the robo advisor designed for women and founded by Wall Street veteran Sallie Krawcheck, is launching a new…