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Morningstar stomps into the 'risk score' game with big weapons, miniscule market share and 'love' from Aaron Klein

The Chicago manager of $244 billion -- and ratings whiz -- will de-nerdify FinaMetrica, use portfolio-side data and push out risk software to 180,000 desktops-- all for free

Author Brooke Southall August 3, 2021 at 2:40 AM
1 Comment
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Jeff Schwantz: Traditional risk profiling is typically inadequate.

Technology


Jeff Spears

Jeff Spears

August 3, 2021 — 8:58 PM
A Risk Score reminds me of other failed terminology. It has gleaned 85% market share of the 20% market. Sounds better than the reality. Free might win.

Related Moves

November 15, 2023 at 3:24 AM

Riskalyze replaces Lori Hardwick with Laurie Schultz at board chair and publicly tells her -- and the RIA industry -- it's moved the goalposts to a $1-billion valuation

The Auburn, Calif., firm's new chair already took one risk software firm to unicorn status and promises to 'do what it takes.'

November 24, 2021 at 11:12 PM

Lori Hardwick steps down as AI Labs president and steps up as a gunslinging paladin for Riskalyze and other firms in new gig economy consulting role

The co-founder went to the Tiburon CEO Summit in April and came away with four big consulting gigs that morphed into a new career

June 13, 2019 at 2:48 AM

The upper RIA echelon mass-exit is now at 25 execs and counting -- for 25 'reasons' -- but it's hardly a coincidence, analysts say

Burnout and EBITDA weigh on CEO-types as never-ending exits claim Ron Carson, Aaron Klein, Bernie Clark, Rudy Adolf, Bill Crager and Tim Buckley.

June 7, 2024 at 11:17 PM

See more related moves

Mentioned in this article:

Riskalyze
Tech: Other
Top Executive: Aaron Klein

FinaMetrica
Compliance Expert
Top Executive: Tyler D. Nunnally - (USA)



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