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Showing 11 - 20 of 35 results for "risk profiling"

AdviserLogic signs with global risk profiling giant

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
... 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 ...

Game theory revolutionises risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 29 NOV 2017
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 ...

FS Live Blog: 2017 AFA National Adviser Conference

MICHELLE BALTAZAR  |  TUESDAY, 10 OCT 2017
... (Session 1); how to engage with legacy clients using digital solutions and social media (Session 2); and client risk profiling: have advisers been doing it wrong? (Session 3) Follow the conference on social media: @AFA_Voice and #AFAau.

Suitability: more than risk profiling

JAMIE WILLIAMSON  |  WEDNESDAY, 23 AUG 2017
... psychometric risk tolerance assessments when determining suitable investments for clients must think again, according to risk profiling specialists Oxford Risk. While risk tolerance tools are a great first step, more mind must be paid to how investments ...

SQM rolls out low-cost adviser platform

ALEX BURKE  |  MONDAY, 31 JUL 2017
... information platform for financial advisers, the first of its kind in Australia to include residential real estate risk profiling. Available to advisers for subscriptions starting at $3000, the platform covers analysis of more than 9000 managed funds ...

Oxford University assisting Aussie advisers

JAMIE WILLIAMSON  |  FRIDAY, 28 APR 2017
Australian financial advisers can now access a new risk profiling tool already adopted by advisers, investment firms and banks globally. Launched by Oxford University subsidiary Oxford Risk, the Oxford Risk Rating Online platform is designed by academics ...

Ignition Wealth launches goals-based investing

EMMA RAPAPORT  |  WEDNESDAY, 15 FEB 2017
... level of understanding of clients' investment needs. "The goals-based solution provides a lifetime tool for risk profiling as clients' goals both evolve and change unexpectedly over time. This client-centric investment model delivers a greatly ...

FinaMetrica partners for risk profiling

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
... Financial Express to deliver its risk tolerance score technology through FE's asset allocation tools. FinaMetrica's risk profiling process scientifically assesses a client's risk tolerance to help advisers deliver suitable investment advice and encourage ...

Rethinking risk through goals-based investing

ALEX BURKE  |  TUESDAY, 13 SEP 2016
... anyone else, and all of a sudden you're landed in front of an adviser and start talking about asset allocation and risk profiling." Perkovic suggests this "abstract" approach to retirement income (and outcomes) is not only alienating but can gloss over ...

Top companies still in the dark on ESG

DARREN SNYDER  |  THURSDAY, 2 JUN 2016
... governance practices, shareholder groups and activists are also calling on boards to include megatrends in their risk profiling. She said megatrends can be characterised as "major global societal and transformative forces that present material risks ...