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Month: January 2020

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AdvisorPeak and Totum Risk Announce New Data Integration & Partnership

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Totum expands its partner ecosystem with innovative rebalancing platform

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Introducing Portfolio Scoring through forward-looking returns.
The Dangers of Gamified and Thrill-Seeking Investing for Gen Z and Millennials
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Why Risk Preference and Risk Capacity Need to Be Scored Separately
Totum is now an approved affinity partner for Infinex Financial Group

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George Papazov on TIFIN Group Buys Totum Risk, Financial Planning Tech To Launch New Platforms

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