An American company has developed a risk profiling tool it claims more accurately captures clients' risk appetites and should supersede the "witchcraft" products currently used by advisers.
Capital Preferences is launching a risk profiling tool in the UK which it claims delivers more meaningful and precise outcomes, based on mathematical evidence. The company wants its tool to replace...
Putting the tech into protection
Square Mile’s series of informal interviews
Fallout from Haywood suspension
Launching later in 2019
£80bn funds under calculation