PA360 North: Advisers 'still' confusing capacity for loss and risk says Percival
Speaking at PA360 North
Former Financial Conduct Authority (FCA) man turned regulatory consultant Rory Percival said he frequently sees adviser firms confuse a client's capacity for loss with their attitude to risk.
Speaking at PA360 North, Professional Adviser's flagship northern conference, Percival (pictured) spoke to delegates about good and poor practices when assessing a client's capacity for loss. He said...
More on Regulation
From periodic tables to risk analysis: A young adviser's career path
CFP Nathan Bater speaks to PA
Anna Sofat on picking her firm's buyer and not 'owning' clients
It's The Pro Adviser Podcast
Simon Goldthorpe: Four quick networking wins to help grow your business
Don't rule anything out
Rory Percival to address DB transfer suitability and Laura Kuenssberg to keynote at PA360 in April
Percival on DB suitability
LEBC Group suffers loss after DB transfers market exit
First trading loss in five years
More news
From periodic tables to risk analysis: A young adviser's career path
CFP Nathan Bater speaks to PA
Anna Sofat on picking her firm's buyer and not 'owning' clients
It's The Pro Adviser Podcast
BlackRock tracker takes bulk of £1.3bn sustainable allocations in January
Morningstar sees 'building investor interest' in ESG space in January data
Simon Goldthorpe: Four quick networking wins to help grow your business
Don't rule anything out
GDIM launches three new ethical investment model portfolios
Cautious, Moderately Aggressive and Aggressive portfolios
