Browsing Tag
Riskalyze
12 posts
AI-Driven Retirement Planning Gets Boost with Riskalyze-FP Alpha Integration
Powerful combination of risk metrics and FP Alpha’s proprietary algorithms aims to reduce risk throughout a person’s financial life
Tributes Continue to Roll In for Envestnet CEO Killed in Car Crash
The tributes continue to pour in on social media ever since it was announced that Envestnet CEO Judson…
New 401(k) Fintech: CataMetrics, Riskalyze Join Forces
Fintech firm Riskalyze and white-labeled portfolio provider CataMetrics Management announced yesterday that they are teaming up to deliver…
Fintech Giants Roll Out Digital 401(k) Platform
Digital 401(k) Platform empowers advisors to onboard, manage, and grow retirement plans efficiently with Riskalyze and Vestwell.
A Bunch of Reasons to Use More 401(k)Fintech
401(k) advisor technology boosts growth, client value, and satisfaction through data-driven tools and innovation.
What We’re Doing Wrong with Risk Tolerance
Risk Tolerance Assessment insights from Michael Kitces on improving financial advising with better, defensible client evaluations.
How to Address (Never-Ending) Millennial 401(k) Demands
It’s isn’t easy, but well-worth it for 401(k) advisors who figure it out. Riskalyze product manager Dane Kurtz clues…
Riskalyze Makes (Another) Big 401(k) Disruption Announcement
Riskalyze—the industry upstart that’s quickly evolving—announced Wednesday that it has released the latest version of its popular Autopilot…
Riskalyze Releases Resources for 401k Fiduciary Rule
We wonder which Risk Number is aligned with writing a white paper on the DOL’s fiduciary rule so…
Riskalyze Adds Annuity Risk-Assessment Capabilities for 401(k) Advisors
If anything demands a risk evaluation, annuities are it (at least the variable type). Sub-account options, the percent currently…