Market downturns can make investors feel out of control, but inaction also comes with a cost. Proven risk profiles can help you reap long-term rewards. Recession rumblings. Inflation fears. Interest ...

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

Gallagher, one of the world's largest insurance brokerage and risk management firms, today launched Gallagher Blueprint, a ...

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 ...

As an RIA or hybrid advisor, you likely know plenty about your clients. Still, you're probably overestimating how familiar you are with how they view risk. That's because many of you likely rely on ...

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 ...

"Unlike legacy client risk profiling tools, Tolerisk incorporates a client’s financial data to allow advisors to measure the client's financial ability (capacity) to take risk over time. This ...

Customer interactions drive revenue and growth, but they have the potential for adverse effects as well. Facilitating a transaction for one illicit customer can damage a company’s reputation beyond ...