Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Practice Makeover: I would do anything for robo (but I won't do that)

The advice has been given, the pros and cons have been evaluated, and now its time for Archer Investments to decide  what they plan to do, and what they plan to ignore, as they implement a robo-platform.  Click here to watch episode five and see what they decide! For more…


Practice Makeover: Does adding a robo mean reshaping your practice?

Tune in as Riskalyze CEO, Aaron Klein sits down with Matt & Nina of Archer Investment Management to talk robo strategy and best practices.  Click here to watch episode four and stay tuned to see what they decide in regards to incorporating a digital advice platform into their business.…


Practice Makeover: How to Build a Thriving Robo Practice

It’s no secret that adding a robo-platform and succeeding with a robo-platform are two totally different things. Watch as Riskalyze CEO, Aaron Klein joins the Investment News “Practice Makeover” team to offer his advice on how to create a profitable practice with a robo-arm.  Click here to…


Practice Makeover: To be or not to be a robo-advisory practice?

Over the past five years, robo-advisers have taken the financial services industry by storm. Are they a threat to the average adviser, or an opportunity? Investment News recently invaded a small practice in Raleigh, N.C., to give them a practice makeover — robo-style.  Autopilot may be just what they are…