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.
RIAs need to find universities that offer financial planning programs and sponsor or host events, advisor suggests.
The leading wealth tech provider is helping more advisors access active ETF models through its exclusive partnership.
Case of once-wealthy family highlights risks, raises questions on firms' duties to sophisticated investors suffering cognitive decline.
“The evidence in this case was overwhelming,” says an attorney.
The move marks the culmination of a decade-long journey for the new leader at the Ohio-based RIA and Natixis affiliate firm.
Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.
Key insights from Gabriel Garcia on adapting to demographic shifts and enhancing client experience in a changing market
