Riskalyze Blog

Helping Advisors Empower Fearless Investing.

How Often Should You Reassess Risk?

By Mike McDaniel, Co-Founder and Chief Investment Officer An investor’s risk tolerance is unique. With the Risk NumberⓇ, an advisor can quantify their client’s risk preferences and tailor a portfolio to match. Having just the right amount of risk means that clients are set up for long-term success,…


4 Types of Investors

Every investor is unique. That's why reading a client’s needs and creating a portfolio to meet their goals is the hallmark of a great advisor. And we just made your job a little easier! Using the Risk Number® as a guide, we highlighted four types of investors we encounter…


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,…


15 Examples of Great Financial Advisor Websites

Advisors are recognizing that it’s not enough to have a website—you need to have a good one. We compiled some examples of great websites financial advisors can use for inspiration. We've also included three things every website must do and tips to boost your online appeal. DOWNLOAD PDF…