Riskalyze Wants to Give Your Clients Its Number
The firm's "risk number" methodology to determine client risk tolerance now has an independent study to back it up.
Riskalyze’s New Autopilot Platform Lets Advisors Leave Daily Hassles to the Robots
The platform handles quotidian tasks so advisors can spend more time fostering relationships, Riskalyze CEO Aaron Klein says.
Riskalyze’s Klein: ‘We Can’t Out-Robo the Robo-Advisors’
Riskalyze CEO Aaron Klein discusses what he says is a better way for advisors to stay competitive.
If You Can’t Beat Robo-Advisors, Become One
AutoPilot aims to provide advisors with their own private-labeled automated asset management engine to neutralize the robo-advisor threat.
Gridlock Likely in New Congress as Fiduciary Regs Hang in Balance
The list of regulations and legislation that the advisory industry will be watching — and lobbying to influence — in the new year is long.
What a GOP Senate Takeover Means for Dodd-Frank, CFPB, User Fees
AEI's Peter Wallison and others weigh in on what advisors can expect now that Republicans have dominated the midterms.
Dodd-Frank’s FSOC Under Fire as Americans Push for Wall Street Crackdown
Just as a poll shows Americans back tough regulations on Wall Street, regulators and lawmakers continue to sharply criticize the Financial Stability Oversight Council.
Retirement Map Drawn in Seconds by New RiskAlyze Platform
RiskAlyze says its new platform allows advisors to show their clients and prospects a clear picture of their financial path to retirement with 95% probability.