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

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 ...

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 ...

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 ...

eTransitioning to retirement brings both excitement and uncertainty: The shift from accumulating assets to spending them comes with unique challenges. Are retirees different enough from nonretirees ...

ARCC's portfolio risk has improved, with a decline in Grade 2 risk from 3% to 2.2%, indicating better recovery prospects. No further decline in Grade 4 risk, which represents the lowest risk and ...

Drug-eluting stents (DESs) have revolutionized the world of interventional cardiology. In many countries worldwide, DESs account for approximately 80% of all stents implanted. [1] When compared with ...