Dynamic Planner has revamped its risk-profiling process, designing it to help advisers address requirements under the Markets in Financial Instruments Directive (MiFID II), regarding suitability.
The new process, unveiled at the risk-profiler's annual conference, includes a 15-question psychometric attitude to risk questionnaire based on research conducted in conjunction with academics from the...
Could spell bottom for value, say experts
Follows 'an extended period of underperformance'
'Some people build walls'
Revisiting the portfolio debate
Helping advisers reassure clients
'Mentally prepare clients'
Existing users to see revamp
“Increasing reports” of harassment
Delayed by 12 months