Risk Alignment: Pinpoint an Investor's Tolerance

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  • 01 mins 37 secs
Dan Cunningham, VP of Product at Riskalyze considers how the company's platform provides tools for analyzing investment risk and building and implementing investment portfolios.


Advisor Technology with Tim

Timothy D. Welsh, CFP® is President and founder of Nexus Strategy, LLC, a leading consulting firm to the wealth management industry. Nexus Strategy’s primary focus is working with investment advisors on growth strategies as well as partnering with leading financial services and technology firms to distribute products and services through the advisor channel.