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...
Sprinting to the finish line
Usage on the up
Can help close advice gap
Covid-19 has proven a catalyst for digitisation among financial advisers
Will add around £175m in AuM
39th deal since 2008
AFH Financial Group has received a £224.5 million cash offer to take over the business from US-based private equity company Cortina Bidco.
Netwealth on hunt for IFAs
From new attitudes to life, to how they approach investing, the wealth outlook is different for baby boomers, millennials and generation Z. Professional Adviser investigates how this may impact their retirement.