News

The past decade has been remarkable for record low-interest rates and loose monetary policy. This cocktail can create material differences between realized past and future expected returns across various asset classes including bonds and equities. Several sophisticated investment managers have adjusted their models and believe that future returns will be lower than the returns we …

Introducing Portfolio Scoring through forward-looking returns. Read More »

Financial advisors often don’t gain a complete picture of client risk. By using a fact-based approach to look at risk capacity, advisors can address that problem.   As a financial advisor, assessing your clients’ tolerance to take on portfolio risk is a critical step in creating a suitable asset allocation and financial plan for them.  Traditionally, …

Take the Full Measure of Your Client’s Investment Risk – Featured on AdvisorHub Read More »

Boulder, Colo.-based The TIFIN GROUP, a fintech holding company, announced today that it has added two new technology providers to its portfolio, including the risk profiling firm Totum Risk. The acquisitions also include a personal financial planning offering, myFinancialAnswers. Additional details of the acquisition were not announced. “TIFIN’s operating companies are building innovative fintech products …

TIFIN Group Buys Totum Risk, Financial Planning Tech To Launch New Platforms Read More »

In order to provide the highest level of financial advice for clients and compete against online ‘do it yourself’ financial tools, advisors must use technology that helps them develop a competitive edge in service, advice, and customer experience. Advisors can often put together more appropriate portfolios based on their knowledge of the market and their …

Selecting the Right Client Portal for Financial Advisors Read More »

Orion Adds Totum Risk, LifeYield To Portfolio Management Software

Totum expands its partner ecosystem with innovative rebalancing platform

Advisors who custody with Schwab Advisor Services™ will have access to Schwab Advisor Center from Totum Risk’s multi-scoring investment risk toolset, including Model Portfolios, Risk Score Trends, Compliance, Proposal Generator and more.