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'.
The FinaMetrica Profiler, the company added, would be the first in a series of developments to sit within a suite of solutions under the banner ‘SuitabilityPro'. PlanPlus Global executive director Paul...
‘Launched at very relevant time’
Canada Life Investments
Do I escape the status quo effect?
'Unenviable task for advisers'
Third highest monthly figure since 1993
'Cannot normalise this level of loss'
There is no shortage of IFA firms looking to sell up, writes Daniel Baade. However, the big question is how to finance the acquisition of IFA or wealth management firms...
Supported over Christmas
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