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, ...

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 ...

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 ...

Financial planners need to profile their clients more than once every three to five years, according to a director of Synchron, John Prossor. Client risk profiles changed more often than once every ...

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 ...

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 ...

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 ...