Tag: Risk Profiling

Kidbrooke has warned wealth managers not to be dazzled by “features and pricing” when selecting analytics technology, arguing that the most expensive mistakes tend...

When financial institutions evaluate analytics platforms, it can be tempting to focus on eye-catching features and pricing alone. Yet according to insights from Kidbrooke, the...

Canada’s wealth management industry is standing at a critical crossroads as it adapts to evolving regulations and shifting client expectations around investment suitability. The sector faces a key question: will suitability remain a compliance checkbox, or will it evolve into a genuine driver of client value?

The Financial Conduct Authority (FCA) has intensified scrutiny of the UK’s retirement income advice market, citing persistent failings in how advisers assess client needs and model sustainable withdrawal strategies.

In the rapidly evolving sector of WealthTech, leading the charge in innovation is not enough; firms must also excel in delivering superior client experiences.

In the rapidly evolving world of WealthTech, WealthForce.ai is setting new standards with its latest collaboration.

Over the past few years, WealthArc, which helps automate workflows for wealth managers,  has spoken to many prospects about Portfolio Management Systems (PMS). Far too many have responded with interest in PMS, but stated they don't need a solution for client relationship management. 

In the intricate world of regulatory compliance within FinTech, the three-step standard ‘Know Your Risk’ (KYR) strategy has emerged as a beacon of simplification and clarity.

Timeline, an end-to-end financial planning platform, has proudly announced its recent accomplishments in the finance industry.

In a bid to accelerate and refine their quotation process, Source Insurance, a leading provider of general insurance quotations, has fortified its partnership with WhenFresh, renowned property data specialists.