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 ...
NEW YORK, Feb. 1, 2018 /PRNewswire/ -- Capital Preferences, a leading behavioral economics, decision science and financial technology firm, announced the launch of TrueProfile.com – and the first ...
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 ...
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