SAN FRANCISCO--(BUSINESS WIRE)--Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, ...
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 ...
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 ...
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 ...
When markets are doing well, investors are likely to underestimate risk and chase investments that are too aggressive for their risk profile. Amid the excitement, risk capacity—the ability to take on ...
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 ...
Sophos has acquired U.K.-based Arco Cyber to expand beyond traditional threat detection and response and into cybersecurity governance, risk and compliance.
Hochtief has streamlined its business and settled legacy projects after a few tumultuous years. The portfolio is de-risked which improves continuity albeit at a lower EBITDA margin. The reinstated ...
The Information Technology Industry Council is encouraging the National Institute of Standards and Technology to provide more ...