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 ...

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 ...

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 ...

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 ...

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

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 ...

Advice firms are failing to take both partners’ risk considerations into account when completing risk profiles and face the possibility of losing clients if they feel ignored. According to research ...