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    New white paper examines how advances in risk analytics are changing the client-advisor discussion

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    New white paper examines how advances in risk analytics are changing the client-advisor discussion

    Covisum’s new white paper explains the dangers of relying on traditional models of explaining and estimating portfolio risk, and how risk analytics have evolved, giving you amazing new opportunities to help clients more. You've seen it happen: losses accumulate in a portfolio, and the client ponders doing something unwise. Whether they're the most risk-averse client or extremely laissez-faire, they're vulnerable to emotional reactions. When they're paying you to help them make smart financial decisions, this leaves you in an unpleasant situation. How do you help people avoid behavioral mistakes that could cost them — and cost you your reputation?
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    On-demand webcast: how to talk risk with clients

    Risk

    On-demand webcast: how to talk risk with clients

    The advisor and the quant What do clients need to know about risk? Is a portfolio too risky? When and how should you rebalance? In this on-demand webcast, advisor Joe Elsasser, CFP®, and quant Ron Piccinini, Ph.D., shed light on portfolio risk topics that are important for building trust with your clients. Effectively estimating and communicating a client's risk can help them avoid behavioral mistakes, significantly impacting their bottom line.
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    Why advisors should care about explaining risk

    Risk

    Why advisors should care about explaining risk

    Understanding and explaining risk to clients By Renaud "Ron" Piccinini, PhD Why should advisors care about explaining risk? Clients typically don't know how to feel about their portfolio returns. If they made a 5% return last year, should they feel good or bad? The answer to that question lies in the amount of risk that has been taken. Think about it like this — a young man comes home and tells his parents that he earned $500 last week. How should they feel about it? It depends. If he earned it mowing lawns, his parents should be proud. But, if he won a bet with his friends on a game of Russian roulette, his parents should have a much different response.
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    Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools

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    Covisum™ acquires PrairieSmarts’ risk technology to expand its suite of retirement planning tools

    With Covisum’s newest technology acquisition, you’ll be able to estimate a client’s portfolio risk, show them in a concise report and help their bottom line. Covisum has acquired a powerful risk management platform called SmartRisk — a move that expands its suite of retirement planning tools and moves it closer to unveiling a singular web-based platform later this year.
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    Advisor Perspectives Article

    In The News

    Advisor Perspectives Article

    New tools to prove you acted as a fiduciary Bob Veres recently conducted a review of SmartRisk Pro, one of the risk tools Covisum recently acquired through PrairieSmarts.
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    Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools

    In The News

    Covisum Acquires PrairieSmarts’ risk tools to bring enhanced suite of retirement planning tools

    PrairieSmarts’ risk and compliance tools to join Covisum’s line up of Social Security Timing and Tax Clarity solutions for financial professionals.
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    We’re adding portfolio risk to our expertise

    Risk

    We’re adding portfolio risk to our expertise

    The Quant: Renaud “Ron” Piccinini, PhD Covisum is excited to announce that we’ve added Ron Piccinini to our team as director of product development. Ron has spent the last 10 years building world-class risk systems, successfully supporting tens of billions of dollars of assets.
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    ThinkAdvisor: black swans, Trump's victory, DOL rule: black swan expert explains

    In The News

    ThinkAdvisor: black swans, Trump's victory, DOL rule: black swan expert explains

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