Adam Higgs: What should you look for in a risk-profiling tool?
Adviser tech review
Adam Higgs: "While a client’s willingness to take risk will measure their feelings, their ability to take risk – or capacity for loss – is far more situational."
A third-party measure of a client's willingness and ability to take risk is a vital part of most advisers' toolkits, writes Adam Higgs, but what should advisers be looking for in such tools and how do they differ?
It is fair to say risk-profiling has withstood some considerable regulatory scrutiny since the then Financial Services Authority released its first Assessing Suitability paper. For most advisers, a third-party...
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