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 ...

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 ...

The City regulator’s defined a customer’s capacity for loss as the ability to “absorb falls in value of their investment” and if the loss of capital would have a detrimental effect on a customer’s ...

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 ...

In the current turbulent market conditions, failing to assess a client’s risk profile accurately may result in costly complaints and dissatisfied customers. And the FCA requires advisers to take ...

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 ...

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 ...