Articles tagged "Totum Risk"
Headline
Publish date
Tifin Group buys Totum Risk with fresh ideas of how to take on Aaron Klein's Riskalyze
The Boulder, Colo., group with CEO Vinay Nair and a bench of David Pottruck, Anil Arora, Catherine Woods and Tricia Rothschild among others immediately give the second-fiddle risk software company a seat at the adult's table.
April 7, 2021 at 2:05 AM
Morningstar causes uproar with new study that upends everything RIAs assumed about retirement planning, and it all comes down to a number
In July, Morningstar published its latest retirement report, and its author David Blanchett poses tough questions, suggesting advisors risk “havoc” when predicting retirement. But the industry claims it's well prepared.
August 17, 2018 at 8:51 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
United Capital nabs Min Zhang not long after Gail Graham leaves and Larry Shumbres continues a magical post-Schwab ride
The $19.8-billion national RIA in Newport Beach, Calif. makes the ex-Totum Wealth CEO its digital product manager and Shumbres fills the CEO spot
