12 July 2023Tolerisk Forms Advisory Board of Top FinTech and Wealth Management Industry Leaders
Custom integrations enable comprehensive advisor oversight, compliance standardization & a new level of client experience for the enterprise organization.
21 June 2023Tolerisk Announces Customized, End-to-End Integration with WealthSource®
Custom integrations enable comprehensive advisor oversight, compliance standardization & a new level of client experience for the enterprise organization. MARLTON, NEW JERSEY, June 21, 2023 — Tolerisk, a leader in analytical risk tolerance assessment tools, announces a custom integration with WealthSource Partners, a full-service, national, independent registered investment advisory firm. Tolerisk’s software enables a two-dimensional approach to […]
4 September 2020The 3rd Generation of Financial Planning
Abstract The first generation of financial planning (1970s through 1990s) used static modeling with a constant return expectation. The chief limitation was that it didn’t accurately reflect the real sequence of returns observed, which created very unrealistic results and underrepresented the risk of failure. In this century, financial plans were primarily conducted using single-factor Monte […]
8 August 2019Four Scenarios That Break a Financial Plan
At a high level, there are 4 causes of a broken financial plan. But, first, let’s define “financial plan”. A financial plan accounts for anticipated savings and spending, incorporates assets, income sources, longevity, and yields some probability of running out of money. A sound financial plan should attempt to ensure a person’s lifespan does not […]
22 January 2019Should You Include Social Security in Your Financial Plan?
The future of Social Security in the United States is hotly contested. Both current and future retirees are concerned that the retirement income they’ve been promised won’t be there and should be excluded from financial plans. We’re going to examine the current state of affairs as well as some of the popular notions of Social […]
26 July 2018Is Risk Tolerance an element that Advisors are overlooking?
During a recent appearance on RVN-TV, Tolerisk founder Mark Friedenthal joined host Bill Borton to discuss the importance of risk tolerance assessments in investing. Mark explained that identifying a good custom risk directive is something that many in the advisory industry often find difficult, and said, “I think of it as the Goldilocks exercise. You […]