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Tech Traps: Beware Style Over Substance - And Siloing - In Risk-Profiling
1 April 2020
Greg Davies, head of Behavioural Finance at Oxford Risk, explains why wealth managers must resist
Greg Davies, head of Behavioural Finance at Oxford Risk, explains why wealth managers must resist
Due diligence, defined as the detailed examination of a company and its financial records, carried
Capita Consulting is this publication’s consultancy partner on a ground-breaking new research
The latest technology news in the wealth management sector from around the world.
Because technology centres are often - but not always - the most prominent wealth management
Tom Wooders is Head of Sales, Clearing and Wealth Solutions at GPP, which provides wealth platform,
This news service dives in again to the world of "reputation management" and how it applies in
This publication sits down with the founder and CEO of Finantix.
The latest Wealth Talk video discussion from this news service.
This publication recently held a roundtable in Singapore to explore important wealth management