risk profiling
Investment
One of the early pioneers of multi-manager investing and risk profiling, Phil Morse, has passed away after a short illness.
04 June 2015
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Investment
Distribution Technology (DT), the risk-profiling tool provider, has launched a fund risk-targeting service.
06 March 2015
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Tools
Platform technology provider FNZ is rolling out an alternative to traditional suitability tools to its platform and adviser clients, to help them assess consumers' broader understanding of financial services.
03 March 2015
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Tools
Distribution Technology (DT), a provider of risk profiling tools to hundreds of adviser firms, has introduced high yield bonds to eight of its ten risk models for the first time.
26 January 2015
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2 min read
Technology
Risk profiling software provider FinaMetrica has launched a shorter version of its risk tolerance test for advised clients with ‘single goal' investment needs or smaller amounts to invest.
22 October 2014
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Regulation
Oxford Risk, a spinout of the University of Oxford, has developed an online risk profiling service that gives investors and advisers access to professional risk assessments.
27 August 2013
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