What does Riskalyze ‘Risk Number’ really measure?
What does Riskalyze Risk Number really measure? Disclosure of calculation and methodology essential for meaningful discussion. Riskalyze has responded to our criticism of the math behind their interest rate stress test....Read More
Crash Tests, Clairvoyants and Risk Managers
This blog entry is published in the Financial Advisor Magazine Expert Views Risk management is all about finding the suitable risk/return profile. Suitable, that is, to the holder of the...Read More
Black Swan Put Protection: How to Impement It in Your Portfolio
Options, particularly put options, have a big role in risk management. In this video we discuss how S&P 500 put options can hedge risks and how much it costs to employ put options to hedge risks.
Fed Playing Poker & Where Do We Go From Here with Housing?
Fed Reserve Chairman Powell delivered remarks confirming that there is "pain" ahead and"forceful" rates increases will not stop. We discuss the consequences of this for your client portfolio risk management.
Video: Deliver Amazing Value Proposition with 5+ million High-net-worth prospects
We have changed the way advisors use risk management and prospect. These processes used to be artificially separated workflows that belong together. If you have a great prospect, assessing risk of the portfolio will help in bringing them onboard.
Engaging Clients with Quizzes: A Guide for Financial Advisors
Understanding Quiz Types for Financial Advisors Introduction to Quiz Types In the realm of client engagement, quizzes serve as a powerful tool to categorize and understand client needs and preferences....Read More
Why Multi-Factor Stress Testing is so Powerful
The global financial market is inherently complex and dynamic, and it is susceptible to a wide range of risks, including geopolitical tensions, economic uncertainty, and natural disasters, among others.
Bond and Stock Carnage: Will Bitcoin Become the Least Dirty Shirt?
Is Bitcoin going to become a truly diversifying asset? Will it become true stable money? Or will it falter through mistakes and/or government intervention? Join this lively discussion with portfolio risk experts and learn what you need to know about crypto.
Europe Implosion or Yen Collapse: What’s more dangerous for your client’s portfolio?
We see multiple crises playing out simultaneously. Europe imploding over lack of energy, British pound and gilts (equivalent of treasuries) imploding, US dollar causing pain for anyone with USD denominated debt and Japanese yen is under pressure.
Nowhere to Hide or Diversify: What Can Advisors Do?
In this shocking episode you will see that many of the concepts that financial advisors take for granted are no longer true in today's markets.