From Intelligent Tax Optimization to Automated Tax Loss Harvesting, see how Riskalyze Trading can help you become your client’s tax super hero.https://www.riskalyze.com/usecases
Join Riskalyze CEO Aaron Klein on this month’s edition of the Fintech Report card as we discuss Visa’s failed acquisition of Plaid, eMoney’s latest product, Orion’s latest project, a three way merger involving InvestCloud, and see what Jud Mackrill and Oleg Tiskevich have coming up with MileMarker and Invent.us.
Join Riskalyze CEO Aaron Klein for the August 2021 edition of the WealthManagement.com Fintech Report Card. This month, Aaron covers Wealthfront and crypto, new raises by Onramp and Vestwell, Jud and Kim Mackrill’s new Mammoth venture, Snappy Kraken’s “Convos” feature to facilitate advisor text messages, InvestCloud bringing NaviPlan into the fold, and Knudge adding behavioral finance expert Dr. Moira Somers to the team.
You know you’re acting in your clients’ best interests, but how do you prove it quantitatively?https://www.riskalyze.com/usecases
Join Riskalyze CEO Aaron Klein for the July 2021 edition of the WealthManagement.com Fintech Report Card. This month, Aaron looks at the SEC’s probe Schwab’s robo advisor, AssetMark’s acquisition of Voyant, a new user experience for CircleBlack, Envestnet’s technology roadmap, Robinhood’s record FINRA fine, JPMorgan’s acquisition of OpenInvest, a new executive at Intelliflo, and what Broadridge’s acquisition of AdvisorStream means for advisor marketing.
What makes an advisor, an advisor?Let’s ask those who know them best…Their families.
Join Riskalyze CEO Aaron Klein on this month’s edition of the WealthManagement.com Fintech Report Card. Today, Aaron discusses Principal shutting down RobustWealth, the launch of Onramp Invest by Tyrone Ross, Docupace’s Jaccomo move by David Knoch, the SkienceOne launch, MassMutual’s Commonwealth Advisor360 platform, moves by TradePMR, Apex’s instant trade settlements, and Jason Wenk’s big series B for Altruist led by Vanguard.
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We hear from brokers and financial planners that the stock market average has been good for investors. However, average doesn’t mean anything. See why you must understand the difference between average and actual. Call us to learn about a better alternative, 435-429-1600, http://www.FocusWealthGroup.com