Understanding the “Explorer” Behavioural Persona
The InvestorEQ risk tolerance assessment is designed to uncover key psychological factors that…
Going deeper into our thinking behind our digital wealth management technology and how we’re making the financial advisor’s world better.
Going deeper into our thinking behind our digital wealth management technology and how we’re making the financial advisor’s world better.
The InvestorEQ risk tolerance assessment is designed to uncover key psychological factors that…
Wealth management insights: Opening digital doors to personalized advice and engagement. Pascal President…
Pascal CEO Howard Atkinson's presentation to the Financial Planning Association of Canada Advisor…
Pascal CEO Howard Atkinson, one of Canada’s leading wealth management executives, took a…
Howard Atkinson takes a deep dive with Fintech Canada into trends in wealth…
Client-focused reforms boost the rationale for financial advisor practices to adopt behavioural finance…
With Client Focused Reforms (CFRs) barrelling down the pipe for Canadian financial advisors,…
WealthTech Summit Interview of Pascal CEO Howard Atkinson At the Wealth Professional…