Articles tagged "Riskalyze"
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LPL Financial is latest to go the 'risk number' route by signing deal with LifeYield, which signed a Riskalyze deal in February
The Fort Mill, S.C.-based IBD will use the software to help advisors arbitrage between taxable and non-taxable accounts to minimize the bite of the IRS
May 30, 2018 at 8:14 PM
Jud Bergman defines 'stupid' and post-'stupid' eras at his firm after Raymond James analyst dares to unearth the Yodlee question
The Envestnet CEO's rebuke, embracing the synonym for imbecilic and unintelligent, showed how raw feelings got in 2015 with the firm's purchase of Yodlee for about $600 million
May 29, 2018 at 11:03 PM
Totum's bid to beat Riskalyze, including its own 1 to 99 risk number, gets reward -- acceptance by Black Diamond and CircleBlack
CEO Larry Shumbres says financial advice industry is in for a shock, as thousands-strong uptick in users shows Totum Risk is the real deal
March 30, 2018 at 8:39 PM
What Aaron Klein's board pick of Lori Hardwick tells about Riskalyze's next big hurdle
The Envestnet fourth partner and ex-COO at Pershing plans to make sure the fast-rising Sacremento-area robo-plus finds and makes the right enterprise deals with broker-dealers
March 6, 2018 at 10:51 PM
At T3 eMoney and MoneyGuidePro redraw the lines of battle and post-API-era blockchain discussion begins
Financial planning software giants zig to each other's zags, Ric Edelman rips the robos and Joel Bruckenstein bobbles
February 12, 2018 at 10:29 PM
Riskalyze tromps onto Envestnet turf by signing $20-billion, 975-advisor account with its robo-manager
Aaron Klein's Autopilot takes aim at 65% of advisors who find TAMPs are both expensive and too much abdication of portfolio management customization
February 6, 2018 at 10:26 PM
After Brian Hamburger scores Greg Fleming, Tom Bradley, Elliot Weissbluth and other A-list whoppers, MarketCounsel Summit fees will rise
Speakers fresh off making RIA headlines, including ex-Morgan Stanley president who is launching Rockefeller-backed RIA, will address uncomfortable issues, which sends demand up; $1,000 tickets til Monday
November 10, 2017 at 11:09 PM
The T3 Enterprise Conference showed the dark side of the RIA software business in Vegas
RIAs may be reaching a point of diminishing returns in buying software unless RIA custodians can join them in the reinvention process -- with the tenuous fate of cleverDome hanging in the balance
November 7, 2017 at 1:00 AM
DOL fiduciary rule's upcoming September surprise'll send brokers memo-izing -- or else -- says Fred Reish in Nashville to a spellbound room
The Drinker Biddle attorney's invariably even tone gained inflection as he spoke of how brokers can only invoke BICE exemptions to go off DOL script by zealous, proactive documentation
May 25, 2017 at 7:53 PM
How Aaron Klein plans to make Riskalyze the epicenter of the RIA business with $20 million of fresh private equity money
The CEO startup already has 15,000 users but now he sees the Risk Number as the skeleton key for unlocking robo potential by eliminating two-tier, two-business problem for B2B robos
November 30, 2016 at 10:08 PM
Orion draws a record pack of hackers to Utah to code, bond -- and compete
From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals
September 12, 2016 at 6:56 PM
Alert to Pershing's API move and eMoney's dashboard acumen, TD Ameritrade brings its API partners to Texas to drive home its first-mover advantage
TD does (almost) Dallas as it announces 100-plus third-party vendor integrations while keeping an eye on the competition
June 30, 2016 at 12:05 AM
How an eclectic trio of RIA custodians are willfully gaining ground with snail-like precision -- Part 2 of 3
Lazarus-like RBC has another new leader, as does Trust Company of America and Shareholders Service Group, which is selling itself as a Pershing reseller of high security, but with more agile service
June 15, 2016 at 8:08 PM
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
January 28, 2016 at 9:15 PM
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
