Lori Hardwick has stepped down as chairman of Riskalyze, the risk-assessment software company she has led for two years.
The move by Hardwick, who headed RIA services at Nuveen before moving to top executive posts at Envestnet and Pershing, was reported by Citywire. Her LinkedIn profile says she served as Riskalyze’s chairman until May and that she continues to serve as a director.
Riskalyze Chief Executive Aaron Klein told Citywire that the chairman’s position will remain vacant for the time being.
IRAs now hold nearly twice the assets of 401(k) plans — and most of that money didn't arrive through annual contributions.
A new survey finds that many women prioritize financial security but continue to leave savings in accounts that may not keep pace with inflation.
Roundhill, Bitwise and GraniteShares funds remain on hold while the agency weighs how novel ETFs should be regulated.
"Shares of alternative assets managers have lagged this year as investors grow wary of private-credit exposure."
The fintech platform is touting a new AI-free Planning Observations feature, which draws on IRS tax records to uncover opportunities for advisors.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.
