It is only March, and the FSA has twice this year fired warning shots over risk profiling. So how should you respond?
Start by having an honest look at what your business does today. IFAs fall into three camps: those who don’t formally risk profile at all; those who use a ‘portfolio picker’ questionnaire; and those who...
Partner Insight Video: Advisers have had to adapt to the changing investment landscape.
Investment trust savings scheme