Patient safety experts are calling on healthcare professionals to adopt risk-profiling as a best practice, as other high-risk industries have done, to improve patient safety, according to an article ...

SAN FRANCISCO--(BUSINESS WIRE)--Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, ...

Financial planners need to profile their clients more than once every three to five years, according to a director of Synchron, John Prossor. Client risk profiles changed more often than once every ...

Help clients stay invested for the long term. You can easily match a client's risk profile to investment and portfolio recommendations with a workflow that shows suitability. Give investors peace of ...

A leading academic and dealer group chief has cast serious doubt on the role of risk profiling as a key foundation to financial planning. Macquarie graduate schoolof management professor of finance ...

This content is provided by an external author without editing by Finextra. It expresses the views and opinions of the author. This capability will support compliance teams to better identify and ...

The requirement that a financial advisor must “Know Your Client”, including his/her tolerance for taking risks, is a universal requirement amongst investment regulators around the world. Yet a recent ...

Eleven per cent of the City of Calgary’s infrastructure is in “poor” or “very poor” condition, contributing to the city’s ...

If I had a rupee for every time someone told me “Sir, I am a moderate-risk investor,” I could start my own small-cap fund.“Moderate risk” is the NSE o.