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Articles tagged "Riskalyze"


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Jon Patullo [r.] with Jim Dario: We started here in Texas with nine vendors in 2010 to start the conversation.
June 30, 2016 at 12:05 AM

Joshua Pace: Some advisors have grown so frustrated that they make a change to go to independent custodians. We don't compete on any level with advisors.

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

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

January 28, 2016 at 9:15 PM

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

January 9, 2016 at 12:17 AM

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

November 5, 2015 at 7:26 PM

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

May 8, 2014 at 2:57 AM

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

May 21, 2013 at 6:01 AM

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

April 16, 2013 at 1:36 PM

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

February 15, 2013 at 6:14 AM

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