Riskalyze Blog

Helping Advisors Empower Fearless Investing.

Advisor Time-Saving Techniques

In the shadow of DOL, advisors are taking on more clients to compensate for new dynamics like fee compression and some are working longer hours to keep up with backend account management. Is it possible to give personalized service and still handle the day to day processes for 25, 50,…


When a Client's Risk Number Surprises You

By Michael McDaniel, Chief Investment Officer I’ve used Riskalyze in my practice long enough to have witnessed some surprising results from client risk questionnaires. I’ve had 80 year olds with extremely high risk numbers and 30-somethings with almost no tolerance for risk. One of the things I’ve…


Defeating Advisor Biases + Turning Statements into Sales Tools

By Michael McDaniel, Chief Investment Officer “It’s amazing what you find when you follow the math.” That’s a statement that we’ve heard from many of our advisors, once they use Riskalyze for the first time in a prospect meeting or client review. There are two key discoveries…