Robo-advisers are all the rage. A robo-adviser is software – usually a website or an app on a mobile device – that provides financial advice or performs portfolio management online with minimal human ...
BOSTON--(BUSINESS WIRE)--Windham Labs, a financial technology and advisory division of Windham Capital Management, announced the launch of Stress Test Lab. Windham’s Stress Test Lab is a new ...
For some financial advisors, identifying a client's risk tolerance can be a highly subjective and often inaccurate process. Even more confusing is the linkage between a derived risk tolerance level ...