Riskalyze Introduces New Tool to Help Advisors Pick Tech
By Jeff BermanBuild My Tech Stack helps advisors avoid building a "FinTech Frankenstein" that doesn't work properly, Riskalyze says.
March 09, 2021
Creative Planning Offers Equity to EmployeesInitially, the firm is offering equity to about 10% of the firm's workforce.
March 09, 2021
Fidelity Expands SMA LineupManaged accounts are "where we think the growth will be," Fidelity's senior VP of Portfolio Solutions says.
March 09, 2021
FINRA Looks at Reg BI in Light of GameStop FrenzyFINRA will consider whether Reg BI applies to game-like features in trading apps, CEO Robert Cook told Sen. Elizabeth Warren.
March 09, 2021
Grim COVID-19 Scenario Could Cut Pension LiabilitiesBut, in Club Vita's sunniest scenario, the pandemic could give sponsors a good kind of actuarial headache.
March 09, 2021
Insurance Is an Asset Class: Idea FileRobin Raju, head of individual retirement at Equitable, talks about how the annuity market gameboard has changed.
March 09, 2021
Is a 4% Withdrawal Rate 'Just Right'? It Depends.Morningstar's Amy Arnott and Maciej Kowara ran a simulation to see how the 4% rule stands up to current market return expectations.
March 09, 2021
Orion to Acquire Portfolio Stress-Testing PlatformThe platform, HiddenLevers, is a rival of the popular risk management platform Riskalyze.