Tag

Totum Risk

7 articles

Articles tagged "Totum Risk"

Larry Shumbres: Traditional risk as a standalone is becoming increasingly challenging.

Apr 7, 2021

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.

David Blanchett: Someone who expects to retire at 65 may be more likely to actually retire at 63 … [and] the impact can be severe: fewer years of saving combined with a greater need in retirement.

Aug 17, 2018

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.

Larry Shumbre: Riskalyze doesn't work for any advisor who knows the basics of risk.

Mar 30, 2018

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

Gail Graham's four-plus years at United Capital was more high-charged than projected.

Sep 8, 2017

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

Totum Risk

Articles tagged "Totum Risk"

Tifin Group buys Totum Risk with fresh ideas of how to take on Aaron Klein's Riskalyze

Morningstar causes uproar with new study that upends everything RIAs assumed about retirement planning, and it all comes down to a number

Totum's bid to beat Riskalyze, including its own 1 to 99 risk number, gets reward -- acceptance by Black Diamond and CircleBlack

United Capital nabs Min Zhang not long after Gail Graham leaves and Larry Shumbres continues a magical post-Schwab ride

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