Tagged: behavioral finance

Wealth Managers Risk Failing Investors on ESG Suitability Technology: Report

April 18, 2022 @ 7:45 am By Omar Faridi |

Technology is too often a “blindfold” when it should be a “microscope,” Oxford Risk has warned. Wealth managers or advisers risk failing investors on suitability “by not using technology appropriately to measure ESG preferences and being caught up in the ‘green rush’,” according to behavioral… Read More

Read more in: Fintech, General News, Opinion | Tagged behavioral finance, digital technology, esg, financial management, financial risks, financial services, research, Research Report, wealth management

Pascal Wealthtech Chosen for NextSteps Program, which Supports Early-Stage Canadian Tech Firms

September 22, 2021 @ 9:00 am By Omar Faridi |

Pascal Wealthtech reveals that after “careful” consideration by the Selection Committee, they’ve been accepted into the NextSteps Program & Pitch Competition by BCF Ventures and MNP. An “exclusive” program meant to assist early-stage Canadian tech firms with achieving their growth objectives, the selection to participate… Read More

Read more in: Fintech, Canada | Tagged behavioral finance, canada, financial management, frances zomer, howard atkinson, investoreq, pascal wealthtech, startups, tech startups, wealth management, wealth technology, wealthtech