Happy Holidays from Riskalyze

Some kids want to be firefighters. Some want to be astronauts. David Harding just wants to work with advisors to empower their clients to invest fearlessly (maybe it has something to do with his dad being our Managing Director of Support, Nick Harding).

Thank you for inspiring a whole new generation of Riskalyzers.

Changes Coming January 7th!

If you haven’t upgraded to the new Riskalyze experience quite yet, we’ll do you a friendly favor and flip the switch for you in a few weeks! We know you’ll love it.

At the same time, we’ll be enhancing our methodology a bit when it comes to market assumptions and young investments, so catch up on the latest with our Co-founder and Chief Investment Officer, Mike McDaniel.

Risk Numbers By State

Since 2013, we’ve helped advisors quantify risk for their clients. We dove into our Risk Number data and are excited to share the results with you! Which states take a little more investment risk (hey, Alaska!), and which ones play it safe (looking at you, Vermont).

Webinars You'll Love

See how you can maximize tax-smart/risk-smart investing with our friends at LifeYield. We’ll also send you a copy of our joint white paper, “The Future of Financial Advice: Improving Investor Outcomes through Risk-Smart and Tax-Smart Household Management,” just for showing up!

Then, walk through the new Riskalyze experience: we'll introduce you to what's new, what's moved, and how best to navigate the new layout before we flip the switch on January 7th.

Fintech Report Card: November 2018

Below is the November edition of the Fintech Report Card, a piece originally published in WealthManagement.com where Riskalyze CEO Aaron Klein dives into last month's hottest news.

T3 Survey

Vote for your favorite software vendors and fund companies in the Advisor Perspectives/T3 Survey. We realized some Riskalyze users might not be aware of the great work Bob Veres does, so let's show some Riskalyze love! Look for us in the risk tolerance, stress testing, and online portfolio management categories.