Chris Jones: Managing great expectations

Risk-profiling tools

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Chris Jones: "Nobody wants an unhappy client – and surprising them with bad news is definitely going to make them unhappy."
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Chris Jones: "Nobody wants an unhappy client – and surprising them with bad news is definitely going to make them unhappy."

Risk-profiling tools are there to enable good conversations not replace them, writes Chris Jones - and the most appropriate tool is one that does that job best

A turbulent October reminded us all too well that the main purpose of risk profiling in the investment process is to manage a client's expectations through engagement and understanding. Regulati...

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