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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. ....
RIAs That Excel at Technology Do Not Look Like Tech Firms Technology should be used to enhance the advisor-client relationship but should never stand between the advisor and the client. I had the privilege of participating in Dimensional Fund Advisor’s recent Applied Business Strategy Workshop with DFA’s Regional Director, Charles Savari. The opening question Charles posed during our session was, “What does a firm that excels at technology look like?” This led to an interesting conversation where I pointed out that, in my view, many RIAs are putting too much emphasis on technology and not enough on the relationship with the client. As I said during our conversation, we don’t ship products in the RIA industry it is a service business. Technology should be used to enhance that relationship but should never stand between the advisor and the client. To that end, I strongly believe RIAs utilizing technology to its fullest extent, ironically enough, do ....
Can Orion and Riskalyze catch Envestnet? | 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 Fintech Report Card: February 2021 wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.