Adviser tips
Managed solutions
With a little help from a decades-old theory, Caspar Rock, CIO at Architas, assesses the very real differences between client risk appetite and capacity for loss
15 January 2013
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Adviser tips
Traditional client segmentation projects make "bad business sense", according to one adviser who has created an offering which lets clients self-segment according to their means.
04 January 2013
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Investing in the profession
Advisers can choose to remain haunted by the ghosts of Christmas past or embrace the ghost of Christmas future, says Aegon's head of Business Brain, John Joe McGinley.
13 December 2012
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2 min read
Adviser tips
The risk a triple-dip recession could hit people's finances is a big worry to about a quarter of consumers, research from the Institute of Financial Planning (IFP) has revealed.
29 November 2012
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Your profession
An advice firm has unveiled the latest version of its bespoke cashflow model, which it says uses "Monte Carlo statistical simulations" to illustrate how variations can impact on a client's future well being.
20 November 2012
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