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
Adviser Home releases marketing guide for business owners
Distance not a barrier
FCA takes aim at tech giants in calls for law change to tackle online scams
Second annual regulatory Perimeter Report
Advisers face commotion after CII exam dates 'unbooked' online
Due to Covid-19
Neil Bage: The investment cost of being human
Difference between perception and reality
Crispin Odey pleads not guilty to 1998 assault allegation
Today at Westminster Magistrates Court
More news
FTSE 100 dividends fall to lowest level in eight years
Dividend payments now expected to fall for two consecutive years
Adviser Home releases marketing guide for business owners
Distance not a barrier
FCA takes aim at tech giants in calls for law change to tackle online scams
Second annual regulatory Perimeter Report
Mark Northway: Has the passives industry become its own worst enemy?
Debate must focus on value not cost
Advisers face commotion after CII exam dates 'unbooked' online
Due to Covid-19
