Displaying 4 results
Morningstar aims to rethink risk tolerance with new tools
Morningstar jumps into the risk tolerance game at a time when debates around risk methodologies are heating up among competitors. About 31% of investors said they left their adviser because they didn’t understand their risk tolerance, according to Morningstar.
Orion adds behavioral finance to its adviser tech
Orion rolls out the first tech tool that incorporates its merger with Brinker Capital and its acquisition of risk management software HiddenLevers. The tool helps firms understand investors' emotional reactions to market volatility.
The war for risk analysis gets ugly
Market leader Riskalyze lashed out at competitors over differences in methodologies, but the allegations opened up interesting questions about the technologies under the hood at risk analysis providers.
Riskalyze tears into Orion’s HiddenLevers over predictive modeling
The risk management software provider lashed out at competitors HiddenLevers and RiXtrema for using predictive models that are 'wildly inaccurate.'
