Tag: Data ownership

An investor risk profile is a regulatory requirement before any financial advice or investment planning can be delivered. Known as the suitability assessment, this process is designed to ensure that recommendations or portfolio strategies align with a client’s needs and objectives.

Data is a critical part of wealth management and investors are fully aware of this, but should they be more empowered to take control...

Mine, which gives consumers control over their personal data, has reportedly raised $9.5m in its Series A round.