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 ...

Ensuring standardised practices for establishing a clients’ risk profile is crucial to meet best interest duty, according to Oxford Risk. The UK-based behavioural finance firm was launching into ...

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 ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. A person’s risk profile assesses their comprehension of and willingness to accept risk in ...