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...
56% of employers want extension
Advisers need to delegate and outsource
Bill nearing final stages
Ramifications for advice firms
Protection should be at the core of advice