Pocket Risk Blog

Helping Financial Advisors Know Their Clients – Risk Profiling, Client Psychology, Behavioral Finance, Compliance

Decentralized Finance, or DeFi, is no longer just a buzzword; it’s a financial revolution reshaping the way people think about money and investing. Built on blockchain technology, DeFi offers users the ability to lend, borrow, save, trade, and invest without traditional intermediaries like banks. This...

The financial planning landscape is undergoing a transformative shift, driven by the rapid evolution of technology. From artificial intelligence to blockchain, technological advancements are reshaping how financial advisors interact with clients, make decisions, and deliver value. As clients increasingly demand personalization, transparency, and efficiency, technology...

Financial advisors need more than just expertise to attract clients—they need a strong online presence. Effective lead generation requires more than traditional methods; it involves optimizing your website, social media, and digital strategies to capture the attention of potential clients. By creating a strong digital...

For financial advisors, keeping pace with the regulatory landscape is essential but often challenging. Regulations affecting financial services change frequently, with new rules and guidelines introduced that impact everything from client data privacy to investment suitability. The process of regulatory change management (RCM) involves tracking, assessing,...

Environmental, Social, and Governance (ESG) investing has emerged as a powerful trend shaping how individuals and institutions approach portfolio management. ESG investing involves incorporating sustainability and ethical factors into the investment process, allowing investors to align their portfolios with values that go beyond financial returns....