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Riskalyze acquired by private equity Hg | Financial Planning

Riskalyze acquired by private equity Hg | Financial Planning
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

Riskalyze blindsides Orion with full-scale attack on its new risk software unit, but Orion CEO Eric Clarke vows to take action if necessary to protect his brand

News, Vision & Voice for the Advisory Community The Auburn, Calif., industry leader used a release, video and dedicated website to lash out at Orion s freshly acquired HiddenLevers unit, but a backlash may be brewing. Comments Blindsided but unbowed, Orion Advisor Solutions vows that it will not take Riskalyze s assault on its brand lying down. Riskalyze launched its full-scale media blitz yesterday (May 11), unleashing a video, an audio file, a dedicated website (Unhiddenlevers.com) and a press release headlined, As the market leader on risk, we can’t stay silent. Aaron Klein: I wish we hadn t called out other products by name.

Riskalyze Campaign Attacks Orion s HiddenLevers, Rixtrema

Riskalyze Campaign Attacks Orion s HiddenLevers, RiXtrema Citing fiduciary responsibilities, Riskalyze CEO Aaron Klein is publicly targeting the wildly inaccurate and predictive guesswork of his competitors. A long-simmering confrontation in the advisor technology space is spilling into public view. Riskalyze co-founder and CEO Aaron Klein is launching a highly visible campaign to discredit the risk methodologies used by competitors. Squarely in the crosshairs are risk analytics platform HiddenLevers, acquired by Orion earlier this year, and RiXtrema, which offers a portfolio stress-testing tool called Portfolio Crash Testing PRO. The marketing campaign, launched from the Riskalyze-controlled website Unhiddenlevers.com, has been in planning for roughly six weeks, according to Klein, and includes a white paper, messaging for “industry influencers” and a video criticizing a 2020 coronavirus pandemic-related webinar series hosted by HiddenLevers co-founders Raj

Behind the Foundation for Financial Planning s push to get advisors to donate more time

Behind the Foundation for Financial Planning s push to get advisors to donate more time
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

The latest in financial #AdviserTech — April 2021

The latest in financial #AdviserTech April 2021 The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers! April 19, 2021 35 MINS This month’s edition kicks off with the big news that AssetMark has acquired UK financial planning software provider Voyant for $145 million, with plans to bring the planning software as a new competitor to the U.S. (in addition to likely integrating it deeply into AssetMark’s own technology stack)The deal highlights both the ongoing rise of financial planning, the dearth of new financial planning competitors with enough market share for strategic acquirers, and the reality that financial planning software continues to be an appealing synergistic value-add not only to investment-centric firms offering financial planning but also asset managers and TAMPs trying to expand into working with more planning-centric advisers.

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