Hidden Levers News Today

Potomac Fund Management, Inc. ("Potomac"), a rapidly growing investment strategist and TAMP, is pleased to announce the release of their new model analysis and proposal software, Guardrails. "Financial advisors have access to more model portfolios...

The wealthtech company will also slow down its pace of acquisitions, as it focuses on bringing its tech components together into one platform.

Michael Kitces' January 2022 column on the latest in financial #AdviserTech looks at four major trends shaping AdviserTech.

The December edition kicks off with the big news that Halo Investing has raised a $100 million Series C round to fuel ongoing growth.

News, Vision & Voice for the Advisory Community The Auburn, Calif., industry leader used a release, video and dedicated website to lash out at Orions freshly acquired HiddenLevers unit, but a backlash may be brewing. Comments Blindsided but unbowed, Orion Advisor Solutions vows that it will not take Riskalyzes assault on its brand lying down. Riskalyze launched its full-scale media blitz yesterday (May 11), unleashing a video, an audio file, a dedicated website (Unhiddenlevers.com) and a�...

Riskalyze Campaign Attacks Orions HiddenLevers, RiXtrema Citing fiduciary responsibilities, Riskalyze CEO Aaron Klein is publicly targeting the wildly inaccurate and predictive guesswork of his competitors. A long-simmering confrontation in the advisor technology space is spilling into public view. Riskalyze co-founder and CEO Aaron Klein is launching a highly visible campaign to discredit the risk methodologies used by competitors. Squarely in the crosshairs are risk analytics platfo...

The latest in financial #AdviserTech — April 2021 The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers! April 19, 2021 35 MINS This month’s edition kicks off with the big news that AssetMark has acquired UK financial planning software provider Voyant for $145 million, with plans to bring the planning software as a new competitor to the U.S. (in addition to likely integrating it deeply into AssetMark’s ...