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 ...

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 ...