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.
A new analysis shows the number of actions plummeting over a six-month period, potentially due to changing priorities and staffing reductions at the agency.
The strategic merger of equals with the $27 billion RIA firm in Los Angeles marks what could be the largest unification of the summer 2025 M&A season.
Report highlights lack of options for those faced with emergency expenses.
However, Raymond James has had success recruiting Commonwealth advisors.
In a saturated market of PE secondaries and repackaged alts, cultural assets stand out as an underutilized, experiential, and increasingly monetizable class of wealth.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
