The Financial Planning Association is partnering with TrueProfile, a risk-profiling software company, to co-create a client profiling system that is based on game theory. The software company will ...

The last few months have seen some uncomfortable conversations between advisors and their clients. Twitchy markets unsettle even seasoned veterans, and advisors are earning their keep by focusing on ...

IN A BID to help planners come to terms with the ‘Know Your Client’ provision of the new Financial Services Reform Act licensing regime, Coddington Finance Corporation has rolled out a new planner ...

Drug development company PPD built its own risk profiling tool to give all stakeholders a clear view of risk associated with every IT asset. All businesses understand they face a multitude of risks in ...