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Showing 1 - 10 of 35 results for "risk profiling"

ASFA, EY release guidance on CPS 230

ELIZA BAVIN  |  THURSDAY, 22 MAY 2025
... termination. Supporting Tools: These encompass the tools and technology such as the service provider inventory/register, risk profiling, reporting, and processes that collectively support the effective implementation and management of the TPRM framework ...

Shift needed in retirement income advice: Allianz Retire+

MATTHEW WAI  |  FRIDAY, 14 FEB 2025
A new report suggests that the adoption of retirement income philosophies and a new approach to risk profiling would see financial advisers better assist their clients in the retirement phase. Allianz Retire+'s Towards A Retirement Income Philosophy ...

Investors trust ChatGPT for advice

KARREN VERGARA  |  MONDAY, 26 JUN 2023
... 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 ...

Advice technologies seeing adoption boom

CASSANDRA BALDINI  |  WEDNESDAY, 28 SEP 2022
... 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 ...

Morningstar hires advice lead

ELIZABETH MCARTHUR  |  WEDNESDAY, 4 AUG 2021
... 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 ...

Emotions lead to losses: Oxford Risk

ANNABELLE DICKSON  |  TUESDAY, 10 NOV 2020
... 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 ...

Advice group research head departs

HARRISON WORLEY  |  FRIDAY, 1 MAY 2020
... 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 ...

Morningstar releases time saving tool amid crisis

ALLY SELBY  |  THURSDAY, 9 APR 2020
... 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 ...

Morningstar boosts financial planning capabilities

ALLY SELBY  |  WEDNESDAY, 4 MAR 2020
... 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 ...

ASIC claims to support robo-advice

ELIZABETH MCARTHUR  |  FRIDAY, 10 JAN 2020
... 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. ...
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