Intelligence

With New Tools Available, It’s A Fresh Look At Client Investment Risk

Reporter: Brian O'Connell

Publication: InsuranceNewsNet.com

Contact: iq@fullyvested.com

Deadline: May 11, 2017 7:00 pm

Story: With New Tools Available, It’s A Fresh Look At Client Investment Risk – With the rollout of Morningstar’s new risk evaluation service, advisors have a new way to assess whether or not their portfolios are over exposed across a wide book of business, giving them greater control – and more restful nights – over their client portfolios. With a Fin/Tech bent, it’s a new era in risk management, and here’s a snapshot of the current, algorithm-flavored environment. – – – Need advisors, Fin-Tech experts to comment on how financial professionals can use new risk assessment tools, how they work, what they do, and what benefits they offer, for financial advisor audience. Thanks. Requirements: Financial advisors, investment risk experts, fin-tech experts, portfolio managers, money managers

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