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Content tagged "Riskalyze"



Justin Wisz: It's the same type of tracking Google has on you and me ... If we had that, we'd have the Holy Grail.

Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issue
Justin Wisz's robo-marketing for advisors already serves RIAs like Halbert Hargrove but now he's reaching for a higher rung of robotics

Thursday 1.28.16
Min Zhang: We think about body-mass index. The questions can feel awkward.

With algorithms and awkward questions, an ex-PIMCO 32-year-old crashes the RIA business
Min Zhang will literally size you up and analyze your life like an actuary with Totum Wealth

Saturday 1.9.16
Bob Curtis: No one is buying us, so you VC people, don't even bother to call.

In bed with giants, T3 software entrepreneurs go to Florida to swear they are still more independent than thou
MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper

Thursday 11.5.15
Eric Clarke:  It's an open source thought process that will have some calling us crazy.

Eric Clarke rolls the API dice by posting Orion software's code online
By putting 50,000 lines of code all on GitHub, the Orion exec risks giant intellectual capital giveaway -- but the upside is tremendous, observers say

Thursday 5.8.14
Aaron Klein: On a heavy day, tweet eight to 10 times. Most days, tweet once or twice.

How to get going on Twitter
This social media can be the most intimidating to start but it can be the best and most effective, too

Tuesday 5.21.13
Michael Kitces: We've sparred back and forth on a couple of things over the past few years.

Two firms that have love-hate relationships with RIAs draft their harshest critics to serve as consiglieres
Advisor-rater BrightScope and tech startup Riskalyze draw two smack-talking industry observers into their inner circle

Tuesday 4.16.13
Aaron Klein: I'm hoping that our entire industry will rise up and throw the idea of selling IPOs and derivatives to grandmothers under the bus.

Riskalyze debuts website featuring 'worst' wirehouse portfolios to shock and attract clients
Horror stories abound -- like the 82-year-old widow who has 15% of her holdings in Apple stock and 9% in Facebook

Friday 2.15.13

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Most Emailed Stories »

Mike Durbin: You get investment in your business because you prove that you're delivering a return for it. And I feel like we're doing that.
12 shares
After years of work to gain parity with Schwab RIA custody, Fidelity is ready to show fruits of its $250 million move to gain an edge

Naureen Hassan's departure from Schwab did not necessitate a replacement nor did she take anyone's place at Morgan Stanley -- unless you want to say she replaced Greg Fleming.
3 shares
What exactly to make of Morgan Stanley poaching robo-talent Naureen Hassan from Schwab on the heels of Greg Fleming's departure

Tom Nally: The perception [is] that RIAs are operating in the Wild, Wild West. As a result, we need to take this issue off of the table.
2 shares
With Veo Village hive buzzing in background, Tom Nally rides herd on RIA 'Wild West' threats at vibrant LINC 2016

 Mark Egan: Holding brokers to a fiduciary standard over the period 2008-2012 would have increased investor returns by as much as 2.73% per annum.
1 shares
Part II: Tick, tick ... How FINRA tramples on 'settled' principles of the Supreme Court, and even Adam Smith, in its sanctification of two-hatted advice

ETF.com's Dave Nadig [l.] warned that unchecked growth could exacerbate liquidity issues in the high-yield bond market.
1 shares
An advertiser's chats from the Inside ETFs event and the Vanguard-versus-the-world chess match they depict


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