Between Sessions with Riskalyze at T3 Enterprise 2015

FPPad

Content provided by FPPad. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by FPPad or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

9y ago 8:27

MP4•Pagina episodului

Fetch error

Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 05:50 (9M ago)

What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.

I met with Aaron Klein, CEO of Riskalyze, between sessions at T3 Enterprise 2015 to dive into the details of what he discussed during his general session presentation at the conference.

During his session, Klein identified that 52% of 20-29 year olds do not identify themselves as aggressive investors, which is in stark contrast to the assumption that the majority of younger investors generally have a higher tolerance for investment risk, as they have many more years to recover from short-term volatility. But it is these clients who sell at exactly the wrong time because they are invested too aggressively relative to their personal risk tolerance.

At T3 Enterprise 2015, Klein introduced the The Real-Time Wealth Management Enterprise platform, which can be deployed by financial enterprises in under 75 days. The Real-Time Wealth Management Enterprise is a combination of Riskalyze, Autopilot, and Compliance Cloud for large firms & RIAs.

The Real-Time Wealth Management Enterprise platform, according the Klein, allows enterprises to perform real fiduciary reviews for accounts large and small.

50 episoade

#Tech News #FPPad #Bit For Byte #News