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Why wealth managers are assessing clients personalities

In a more competitive market, insight into a client’s thinking can provide an edge

City ofUnited kingdomBritish columbiaFrank danielsonAssante danielsonGreg daviesPascal wealthtechLisa brennemanBrian pasalichDanielson group wealth managementWealth managementSeattle based syntoniqLate jurassicOxford risk

Pascal Wealthtech to offer behavioural finance tool InvestorEQ as standalone product

Pascal Wealthtech to offer behavioural finance tool InvestorEQ as standalone product
finextra.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from finextra.com Daily Mail and Mail on Sunday newspapers.

Howard atkinsonGerald zengeyaPascal wealthtechBrian pasalichMark doyleKnow your clientClient know yourselfPascal presidentWealth stewardsFinancial planning awardsBusiness optimization strategistSyntoniq co founderஹோவர்ட் அட்கின்சன்குறி டாய்ல்தெரியும் உங்கள் வாடிக்கையாளர்வாடிக்கையாளர் தெரியும் நீங்களே

Pascal launches standalone behavioural finance tool

Pascal launches standalone behavioural finance tool
advisor.ca - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from advisor.ca Daily Mail and Mail on Sunday newspapers.

Howard atkinsonBrian pasalichKnow your clientClient know yourselfஹோவர்ட் அட்கின்சன்தெரியும் உங்கள் வாடிக்கையாளர்வாடிக்கையாளர் தெரியும் நீங்களே