Professional Adviser www.professionaladviser.com Dynamic Planner named the most used risk profiling tool by advisers <img alt="Dynamic Planner named the most used risk profiling tool by advisers" src="https://www.professionaladviser.com/api/v1/wps/8e52b53/b9077fc1-1be8-41d8-8545-8c581d18be91/5/iStock-1390831102-185x114.jpg" /> <p><!--summary start--> Dynamic Planner is the highest used technology solution that advisers use for risk profiling for clients in accumulation and decumulation, NextWealth and Just Group have found. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/8e52b53/b9077fc1-1be8-41d8-8545-8c581d18be91/5/iStock-1390831102-185x114.jpg https://www.professionaladviser.com/news/4161866/dynamic-planner-named-most-risk-profiling-tool-advisers https://www.professionaladviser.com/news/4161866/dynamic-planner-named-most-risk-profiling-tool-advisers https://www.professionaladviser.com/news/4161866/dynamic-planner-named-most-risk-profiling-tool-advisers Tue, 9 Jan 2024 15:27:57 +0000 Market Movers: Israel-Hamas drives investors to safe haven assets <img alt="Market Movers: Israel-Hamas drives investors to safe haven assets" src="https://www.professionaladviser.com/api/v1/wps/05daaf1/9cb23db7-d841-4d16-9041-aa4ef4748cdd/27/iStock-1262967772-185x114.jpg" /> <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/05daaf1/9cb23db7-d841-4d16-9041-aa4ef4748cdd/27/iStock-1262967772-185x114.jpg https://www.professionaladviser.com/news/4053643/market-movers-blog https://www.professionaladviser.com/news/4053643/market-movers-blog https://www.professionaladviser.com/news/4053643/market-movers-blog Tue, 10 Oct 2023 06:31:21 +0000 Close to half of clients confirm they prefer virtual consultations <img alt="Close to half of clients confirm they prefer virtual consultations" src="https://www.professionaladviser.com/api/v1/wps/0bb97d2/58833b9c-8895-4a32-af7b-f7a59a2f27d7/5/laptop-185x114.jpg" /> <p><!--summary start--> In a survey conducted by EY, it was found that almost half (46%) of clients preferred virtual consultations for receiving financial advice. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/0bb97d2/58833b9c-8895-4a32-af7b-f7a59a2f27d7/5/laptop-185x114.jpg https://www.professionaladviser.com/news/4113010/close-half-clients-confirm-prefer-virtual-consultations https://www.professionaladviser.com/news/4113010/close-half-clients-confirm-prefer-virtual-consultations https://www.professionaladviser.com/news/4113010/close-half-clients-confirm-prefer-virtual-consultations Fri, 28 Apr 2023 09:46:47 +0000 Clients demand customisation in investment reporting <img alt="Clients demand customisation in investment reporting" src="https://www.professionaladviser.com/api/v1/wps/82cb6eb/43c22ab4-7f3c-47ce-a397-a0be5e1f8ebf/5/4-reporting-modern-slavery-185x114.jpg" /> <p><!--summary start--> An increasing number of clients are demanding greater flexibility and customisation in the way they receive and view their investment reporting, according to EY <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/82cb6eb/43c22ab4-7f3c-47ce-a397-a0be5e1f8ebf/5/4-reporting-modern-slavery-185x114.jpg https://www.professionaladviser.com/news/4112997/clients-demand-customisation-investment-reporting https://www.professionaladviser.com/news/4112997/clients-demand-customisation-investment-reporting https://www.professionaladviser.com/news/4112997/clients-demand-customisation-investment-reporting Thu, 27 Apr 2023 13:49:39 +0000 Ukraine crisis panel: Investment experts respond to key questions <img alt="Ukraine crisis panel: Investment experts respond to key questions" src="https://www.professionaladviser.com/api/v1/wps/09fae0f/dc819ea0-5f36-4658-b735-402a5703d11d/10/Ukraine-video-185x114.jpg" /> <p><!--summary start--> As we say at the start of this broadcast, a humanitarian crisis is unfolding in Ukraine and our thoughts are very much with the people there at this very frightening time. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/09fae0f/dc819ea0-5f36-4658-b735-402a5703d11d/10/Ukraine-video-185x114.jpg https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions https://www.professionaladviser.com/discussion/4046316/ukraine-crisis-panel-investment-experts-respond-key-questions Thu, 10 Mar 2022 15:10:27 +0000 Aegon launches risk-managed portfolios across platforms <p><!--summary start--> Aegon has launched six multi-asset funds pegged to different risk portfolios for advised pension, ISA or GIA clients. <!--summary end--></p> https://www.professionaladviser.com/news/4018136/aegon-launches-risk-managed-portfolios-platforms https://www.professionaladviser.com/news/4018136/aegon-launches-risk-managed-portfolios-platforms Thu, 23 Jul 2020 06:19:04 +0000 Industry Voice: The risk of riding too high <p><!--summary start--> <!--summary end--></p> https://www.professionaladviser.com/sponsored/4015725/industry-voice-risk-riding https://www.professionaladviser.com/sponsored/4015725/industry-voice-risk-riding Tue, 5 May 2020 16:00:12 +0000 Salman Ansari: Explaining the Cortex vs Limbic fight <p><!--summary start--> Forget Prograis vs Taylor or a Joshua vs Ruiz Jr re-match, writes Salman Ansari, there is an epic fight raging every second of the day in your head - Cortex vs Limbic <!--summary end--></p> https://www.professionaladviser.com/opinion/3083716/salman-ansari-focusing-cortex-vs-limbic-fight https://www.professionaladviser.com/opinion/3083716/salman-ansari-focusing-cortex-vs-limbic-fight Wed, 13 Nov 2019 12:14:00 +0000 Tom Ellis: Aubameyang or Kane, which behavioural baises will win out? <p><!--summary start--> Tinkering with his fantasy football team got PA's editor Tom Ellis thinking: there are a lot of parallels between the football fans' favourite pastime and investing. Here, he sees how this week's team selection relates to different types of investment risk and brings out behavioural biases … <!--summary end--></p> https://www.professionaladviser.com/opinion/3083326/tom-ellis-fantasy-football-conundrums-highlight-behavioural-biases https://www.professionaladviser.com/opinion/3083326/tom-ellis-fantasy-football-conundrums-highlight-behavioural-biases Fri, 1 Nov 2019 12:25:00 +0000 Bruce Moss: The importance of timing and sequencing risk <p><!--summary start--> Sequencing risk can make the difference between having a legacy and running out of money before death, writes Bruce Moss, and the effect of mortality drag only exacerbates things <!--summary end--></p> https://www.professionaladviser.com/opinion/3082049/timing https://www.professionaladviser.com/opinion/3082049/timing Fri, 27 Sep 2019 12:13:00 +0000 Guy Stephens: Let me embrace thee, sour adversity <p><!--summary start--> "Let me embrace thee, sour adversity, for wise men say it is the wisest course." Guy Stephens would apply the famous Shakespearean phrase to Brexit, if only he knew for certain who the wise men were and what the implications of a no-deal exit would be… <!--summary end--></p> https://www.professionaladviser.com/opinion/3081361/guy-stephens-embrace-thee-sour-adversity https://www.professionaladviser.com/opinion/3081361/guy-stephens-embrace-thee-sour-adversity Mon, 9 Sep 2019 16:30:00 +0000 Nick Johal: Protecting from pound cost ravaging <p><!--summary start--> Pension freedoms and the growing demand for drawdown offers an exciting opportunity for financial advisers, writes Nick Johal, but having investment portfolios that can combat pound cost ravaging are vital <!--summary end--></p> https://www.professionaladviser.com/news/3080913/nick-johal-protecting-pound-cost-ravaging https://www.professionaladviser.com/news/3080913/nick-johal-protecting-pound-cost-ravaging Wed, 28 Aug 2019 11:42:16 +0000 Justin Taurog: Why we are not all built for risk <p><!--summary start--> It is generally accepted that people do not save enough and often underestimate how much they will need in retirement, writes Justin Taurog. And there is a psychological reason why ... <!--summary end--></p> https://www.professionaladviser.com/opinion/3080786/justin-taurog-built-risk https://www.professionaladviser.com/opinion/3080786/justin-taurog-built-risk Fri, 23 Aug 2019 11:00:00 +0000 Greg Davies: Focus on the spirit of risk regulation <p><!--summary start--> A focus on the spirit rather than the letter of the law should ensure regulatory requirements are met as a side-effect of following processes designed for other purposes, argues Greg Davies <!--summary end--></p> https://www.professionaladviser.com/opinion/3079827/greg-davies-focus-spirit-risk-regulation https://www.professionaladviser.com/opinion/3079827/greg-davies-focus-spirit-risk-regulation Fri, 2 Aug 2019 10:57:00 +0000 BlackRock tops FE's latest Crown-rated list in reshuffle <p><!--summary start--> BlackRock has shone in FE's latest Crown Fund Ratings rebalancing, with its Sterling Strategic Bond fund one of the new entrants, and the group jumping from eighth to first place for having the most 5 Crown-rated funds overall. <!--summary end--></p> https://www.professionaladviser.com/feature/3079695/blackrock-tops-fes-crown-rated-list-reshuffle https://www.professionaladviser.com/feature/3079695/blackrock-tops-fes-crown-rated-list-reshuffle Mon, 29 Jul 2019 09:52:00 +0000 Tom Ellis: Give 'best buy' lists an independent twist <p><!--summary start--> So-called 'best buy' lists have come under intense scrutiny in recent weeks, writes Tom Ellis - so much so, in fact, it raises questions as to whether platforms should even be allowed to offer their own versions <!--summary end--></p> https://www.professionaladviser.com/opinion/3077881/tom-ellis-lists-independent-twist https://www.professionaladviser.com/opinion/3077881/tom-ellis-lists-independent-twist Tue, 25 Jun 2019 09:34:00 +0000 PlanPlus Global launches 'next-level' risk assessment software <p><!--summary start--> PlanPlus Global has launched risk assessment software for advisers that it claims takes assessing and evidencing the suitability of mapping investment products and services to clients' needs to 'the next level'. <!--summary end--></p> https://www.professionaladviser.com/news/3076715/planplus-global-launches-level-risk-assessment-software https://www.professionaladviser.com/news/3076715/planplus-global-launches-level-risk-assessment-software Tue, 4 Jun 2019 06:00:00 +0000 Greg Davies: Three ways stochastic tools are less use than you think <p><!--summary start--> A cashflow process is not an end in itself, argues Greg Davies, as he runs through a number of reasons why, judged against what they are trying to achieve, stochastic tools may not add much value in financial planning <!--summary end--></p> https://www.professionaladviser.com/opinion/3076356/greg-davies-stochastic-tools https://www.professionaladviser.com/opinion/3076356/greg-davies-stochastic-tools Tue, 28 May 2019 11:15:00 +0000 Dynamic Planner unveils trio of partnerships with providers <p><!--summary start--> Dynamic Planner has agreed separate partnerships with Intelliflo via its Intelligent Office system, Royal London and VitalityInvest to deliver full integration in combination with its offering. <!--summary end--></p> https://www.professionaladviser.com/news/3076362/dynamic-planner-unveils-trio-partnerships-providers https://www.professionaladviser.com/news/3076362/dynamic-planner-unveils-trio-partnerships-providers Tue, 28 May 2019 07:10:50 +0000 Brendan McCurdy: Volatility is dead - long live volatility <p><!--summary start--> Given recent debates among various academics and practitioners, you may find this hard to believe but, writes Brendan McCurdy, the magnitude of a portfolio's ups and downs should still matter hugely to investors <!--summary end--></p> https://www.professionaladviser.com/opinion/3074990/brendan-mccurdy-volatility-dead-live-volatility https://www.professionaladviser.com/opinion/3074990/brendan-mccurdy-volatility-dead-live-volatility Thu, 2 May 2019 15:30:00 +0000 Define volatility as 'likelihood of reaching your goal' - PA360 panel <p><!--summary start--> A three-person panel on volatility at PA360 said it was important advisers defined it to clients, with one speaker suggesting it should be talked of in terms of whether a client will reach their end-goals. <!--summary end--></p> https://www.professionaladviser.com/news/3074626/pa360-volatility-disappearing-rapidly https://www.professionaladviser.com/news/3074626/pa360-volatility-disappearing-rapidly Thu, 25 Apr 2019 11:42:00 +0000 Greg Davies: Combatting the risk of risk mismanagement <p><!--summary start--> Risk management is not about avoiding risk as that means sacrificing the chance of gains. Instead, explains Greg Davies, risk management is about achieving the best deal for the risks investors choose to accept <!--summary end--></p> https://www.professionaladviser.com/opinion/3073781/greg-davies-combatting-risk-risk-mismanagement https://www.professionaladviser.com/opinion/3073781/greg-davies-combatting-risk-risk-mismanagement Mon, 8 Apr 2019 10:45:00 +0000 Square Mile hires former Kames distribution head Steve Kenny <p><!--summary start--> Former director of European wholesale at Kames Capital Steve Kenny has joined Square Mile Investment Consulting and Research as commercial director. <!--summary end--></p> https://www.professionaladviser.com/news/3073518/square-mile-hires-kames-distribution-head-kenny https://www.professionaladviser.com/news/3073518/square-mile-hires-kames-distribution-head-kenny Tue, 2 Apr 2019 10:59:00 +0000 FE reveals who made its 2019 Alpha Manager Hall of Fame <p><!--summary start--> Asset and wealth management data provider FE has unveiled the managers who have made it into its annual Alpha Manager Hall of Fame for 2019, including 18 new entrants. <!--summary end--></p> https://www.professionaladviser.com/news/3073054/fe-reveals-2019-alpha-manager-hall-fame https://www.professionaladviser.com/news/3073054/fe-reveals-2019-alpha-manager-hall-fame Mon, 25 Mar 2019 08:21:54 +0000 Greg Davies: The case for anxiety-adjusted returns <p><!--summary start--> The financial services sector may be keen to highlight the importance of risk-adjusted returns but, argues Greg Davies, it is the 'anxiety-adjusted return' against which a financial plan needs to be judged <!--summary end--></p> https://www.professionaladviser.com/opinion/3072984/greg-davies-case-anxiety-adjusted-returns https://www.professionaladviser.com/opinion/3072984/greg-davies-case-anxiety-adjusted-returns Thu, 21 Mar 2019 16:28:56 +0000 Adam Higgs: What should you look for in a risk-profiling tool? <p><!--summary start--> A third-party measure of a client's willingness and ability to take risk is a vital part of most advisers' toolkits, writes Adam Higgs, but what should advisers be looking for in such tools and how do they differ? <!--summary end--></p> https://www.professionaladviser.com/opinion/3072716/adam-higgs-look-risk-profiling-tool https://www.professionaladviser.com/opinion/3072716/adam-higgs-look-risk-profiling-tool Mon, 18 Mar 2019 12:08:00 +0000 Ex-Cazenove director Minter-Kemp named RSMR non-exec chair <p><!--summary start--> Former director of investment funds at Cazenove Capital Management Robin Minter-Kemp has been named independent non-executive chairman at Rayner Spencer Mills Research (RSMR). <!--summary end--></p> https://www.professionaladviser.com/news/3072464/-cazenove-director-minter-kemp-named-rsmr-exec-chair https://www.professionaladviser.com/news/3072464/-cazenove-director-minter-kemp-named-rsmr-exec-chair Tue, 12 Mar 2019 17:44:25 +0000