Riskalyze Conference

25 Things I Learned at the Riskalyze #FISummit

Conference season is upon us and as someone who is a regular attendee at numerous events, I thought I had become jaded and that no conference could really excite me. That was before I attended Riskalyze’s inaugural conference, which they dubbed the “Fearless Investing Summit” #FISummit.  Riskalyze’s CEO, Aaron Klein, graciously invited me to attend […]

asset management trends

5 Bold Predictions for Advisors’ Product Shelf in 2027 

The city of Chicago is known for having some seriously cold weather that can surprise visitors with it’s intensity. While October is far from the dead of winter, the average temperature has historically been in the high 50’s/low 60’s with a fair dose of wind to chill your bones. Fortunately, a few days of absolutely […]

Envestnet FolioDynamix

7 Reasons Envestnet Buying FolioDynamix Will Shake Up The Market

When the same football team keeps winning the Super Bowl or the same baseball team keeps winning the World Series, everyone gets used to hearing the same teams names mentioned every year. The same might be true for acquisitions in the wealth management technology space.  For the past few years, the name behind much of the […]

portfolio rebalancing software

3 Secrets to Buying the Right Portfolio Rebalancing Software

“As you all know, first prize is a Cadillac Eldorado. Second prize is a set of steak knives. Third prize is you’re fired.”   — Alec Baldwin as Blake in Glengarry Glen Ross No one likes high pressure salesmen, no matter what they’re selling. Whether it’s a car, a cell phone or computer software, you […]

wealth management artificial intelligence

Can AI Improve Advisor Efficiency?

“I believe that by the end of the century, the use of words will have been altered so much that one will be able to speak of machines thinking without expecting to be contradicted.” ― Alan Turing, English mathematician, computer scientist and cryptologist, from Computing Machinery and Intelligence The foundation of AI started back in 1950 […]

best ria platform

RBC Paints It Black with New RIA Digital Wealth Platform

The asset gap between the Big 4 RIA Custodians and the second-tier custodians is as wide as the Grand Canyon. With a combined asset base of over $2.5 trillion, the Big 4 would seem to have nothing to worry about from their small custodian peers. Yet, the many niche RIA custodians don’t seem to be […]

riskalyze

Can Riskalyze Disrupt Another Area of Wealth Management?

“The future is already here — it’s just not very evenly distributed”. When science-fiction writer William Gibson came up with this maxim in the early 1990’s, he was referring to how technological advances are unevenly spread across the globe. The same holds true for technological advances across the fintech space. Take Riskalyze for example. When the company was […]

Model Marketplace

5 Retail Model Marketplaces Struggle for Advisor Assets

This article is the second in our series on the tools and technologies that help connect asset managers to their distribution networks. Whether they are called hubs, exchanges or marketplaces they have a wide variety of functionality and business models and they all share one key feature; ability to transmit managers’ investment models to sponsor […]

bank cybersecurity

FundFire: Wells Fargo Data Leak Shows Risk Goes Beyond Hackers

(This article was originally posted on Fundfire) By Danielle Verbrigghe July 31, 2017 Wells Fargo’s inadvertent release of sensitive client and advisor information last week illustrates the risks that financial firms can face from accidental data loss. Cybersecurity has become a growing concern for the wealth and asset management industry, as regulators have put the issue in […]