Synaptic launches risk profiling tool for advisers
- Thursday, 04 February 2021
- Articles
Capita-owned business software provider Synaptic has launched Risk Explorer, a software investment research tool for financial advisers and wealth managers.
Read more...Oxford Risk warns against “box-ticking” wealth advisers
- Tuesday, 12 January 2021
- Articles
Too many wealth advisers view risk profiling as an unnecessary box-ticking exercise and this can lead to poor client outcomes, according to behavioural financial firm Oxford Risk.
Read more...Morningstar to acquire PlanPlus and FinaMetrica
- Tuesday, 03 March 2020
- Articles
Investment research company Morningstar is to acquire PlanPlus Global including FinaMetrica, an investment risk measuring system used by many Financial Planners with their clients.
Read more...Firm launches new suitability tools for Financial Planners
- Thursday, 18 October 2018
- Articles
Risk profiling and behavioural-science firm Oxford Risk has launched a new suite of scientifically validated end-to-end client suitability and behavioural-insight tools.
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