Search Results | Showing 1 - 10 of 33 results for "risk profiling" |
| | ... German academics found it provides financial advice on par with low-cost automated advice. GPT-4 is effective at risk profiling and matching information on the client's situation to a suitable portfolio of financial products, Christian Fieberg, Lars ... |
| | | ... technology to manage content on websites and blogs, meaning it has high growth potential. Online fact-find and risk profiling tool usage has increased over the previous two years to 38.9% from 34.2% in 2020. The report said it's even more widely adopted ... |
| | | ... AdviserLogic, revenue management software PayLogic, its compliance and business management solutions for licensees, and risk profiling tool FinaMetrica. "Ivon brings over 20 years experience in advice and technology, along with a strong belief in the ... |
| | | ... scale during a crisis." He explained the understanding of a client's financial personality is generally based on risk profiling and very few wealth management propositions are using science-based measures that are needed to provide a comprehensive picture ... |
| | | ... served as the chief investment officer of an Australian based digital wealth strategy, overseeing development of risk profiling, strategic asset allocation, portfolio construction and adviser license compliance." Previously, Callinan served as head of ... |
| | | ... digital SoA module, Morningstar is also investing in automation and client self-service options for data collection, risk profiling, and goal setting." The new module allows advisers to leverage Morningstar-designed SoA templates, it said, giving licensees ... |
| | | ... in November last year. Morningstar Canada chief executive and president, Scott Mackenzie, said PlanPlus Global's risk profiling capabilities will only become more vital as the advice industry evolves. "With a 30-year track record, PlanPlus Global's ... |
| | | ... interests duty. The regulator said it has met with industry to discuss proposed models for robo-advice covering risk profiling and investment advice, superannuation strategies, life insurance, self-managed super fund establishment and holistic advice. ... |
| | | ... risk assessment company. "[The partnership] allows our mutual advisers the ability to streamline delivery of their risk profiling tools to clients as well as to monitor risk tolerance directly from the AdviserLogic CRM. The ability to simplify the delivery ... |
| | | The gamification of risk profiling is rising in Australia with the launch of a platform already being used by several advice groups. United States-based behavioural economics, decision science and financial technology firm Capital Preferences has developed ... |
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