Investment ratings and research provider FE has launched a risk-profiling tool to assist advisers with their suitability requirements and assessing their clients' attitudes to risk.
The tool consists of a client attitude to risk questionnaire, an investment mapping tool and a final report. The client attitude to risk questionnaire is powered by EValue. It is intended to help advisers...
Compares workplace schemes
Questionnaire and snapshot analysis
New focus on behavioural finance and client experience
Risk-profiling tool launched
Completion in 3 minutes
Retail investors set to be restricted initially
The fact that emotions can so significantly impact investment decisions means the issue is becoming ever more important for advisers