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Larry Shumbres

CEO at Totum Risk

Larry Shumbres on the Prospects of Risk Management during the Coronavirus Crisis

The coronavirus outbreak has been a sucker punch for every player on the market. In this article, you can find comments from Larry Shumbres, CEO at Totum Risk, on the…

MacroRisk Analytics: The Formula 1 of Risk Analysis

MacroRisk Analytics is a risk management platform that allows financial advisors to see the affect that the economy has on the price of assets in their clients’ portfolios.

Chris Costello

Cofounder, Chairman at blooom

WealthTech Insights #41 with Chris Costello: Rebalancing and Revamping the FinTech Industry

With Chris Costello, cofounder and chairman of blooom, we discussed the current trends in financial technology, how rebalancing and tax optimization play a role in software development, and the underlying…

Aaron Klein

CEO of Riskalyze

WealthTech Insights #37 with Aaron Klein: Risk Alignment to Help Make Investment Decisions

Continuing our series of interviews with industry leaders, I talked to Aaron Klein, CEO of Riskalyze. In the interview, we discussed the issues of risk assessment, how it can help…

Lori Hardwick

Founder and President at AI Labs

WealthTech Insights #30 with Lori Hardwick: How to Build a Strong Network in the Industry

Lori Hardwick is a prominent leader in financial services with over 25 years of experience in the industry. With Lori, we discussed trends, problems, and opportunities in the industry, and…

Larry Shumbres

CEO at Totum Risk

WealthTech Insights #28 with Larry Shumbres: Robo-Advisors and Machine Learning for Industry Growth

With Larry Shumbres, CEO of Totum Risk, we talked about the explosion of robo-advisory services, artificial intelligence (AI), machine learning, and blockchain. Larry shared his expectations about their impact on…

WealthTech Cookbook. Risk Profiling

WealthTech Cookbook. Risk Profiling

Evaluating the risk level that is suitable for an investor is crucial for providing suitable investment advice. Here, we are looking in detail at how investors’ responses may be analyzed…

WealthTech Cookbook: Portfolio Management Component

WealthTech Cookbook: Portfolio Management Component

Here, we discuss first steps of the portfolio management process, i.e. creating questionnaires, investor profiling, and building investment strategies. You can find some recommendations concerning related issues and examples of…