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Riskalyze
Kitces: We’re overdue for better planning software
As investment management becomes a supporting service, software providers are facing disruption.
How risk management can give digital firms an edge
Some platforms are promoting their approaches to attract more sophisticated young investors.
The tech giant asset managers must watch
Amazon's Jeff Bezos has the distribution to potentially disrupt financial services, says Riskalyze CEO Aaron Klein.
Pay attention to Amazon, advisors
Riskalyze CEO Aaron Klein says among tech giants, Jeff Bezos has the retail distribution to disrupt wealth management.
Tech Survey 2016: Which advisor tech delivers the best ROI?
Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.
Fiduciary rule dictates asset manager robo adviser plans
Mutual fund providers sought to use digital platforms as new distribution channels for their funds, but new guidance upends a strategy that would rely only on proprietary products.
Robo advisors attract clients with low costs, but customer service questions loom
One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.
