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Riskalyze Fintech Report Card: November 2020 Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month. Oranj Set to Close at Year-End What Happened: Portfolio management and model marketplace provider Oranj disclosed to clients it would shut its doors at the end of 2020, leaving advisors six weeks to transition to a new platform. Why It Matters: This was one of the more impactful stories of this year, but it appears that the balance of value to pricing just didn’t gain traction with financial advisors. The speed with which the fir...

Study Reveals People-Centered Initiatives and Business Agility Take Center Stage in 2021 Workforce Trends The changing landscape this year has employers and workers looking to digital solutions to help them push through the challenges presented by a global pandemic, economic recession and social injustice. December 16, 2020 deagreez - Adobe Stock Significant shifts to the workplace in 2020 are making way for a newly transformed world of work in 2021. The changing landscape this year has employers and workers looking to digital solutions to help them push through the challenges presented b...