Riskalyze, an Auburn, California-based fintech that provides risk assessment and portfolio analytics, and Altruist, a Venice, California-based provider of a digital custodial solution for RIAs, announced they will integrate their platforms, starting in November.
Advisers using the Altruist platform can open accounts online, build custom model portfolios, trade fractional shares commission-free and rebalance automatically in one place. Riskalyze provides advisers with risk management and portfolio analytics tools.
Daejon Love and Taylor Chan's $1.3 million romance fraud scheme exposes how AI search engines can be manipulated by fabricated online identities
“It was a third party scam,” said the attorney representing the claimants.
Meanwhile, &Partners draws another Commonwealth practice, and Wealthcare welcomes a $550 million planning practice in the Northeast.
Palo Alto AI platform recruits RIA and fintech leaders as industry data show AI adoption reshaping advisor staffing.
Meanwhile, Raymond James, Wedbush, and LPL recruited veteran advisors from across Texas, North Carolina, and California.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
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
