An American company has developed a risk profiling tool it claims more accurately captures clients' risk appetites and should supersede the "witchcraft" products currently used by advisers.
Capital Preferences is launching a risk profiling tool in the UK which it claims delivers more meaningful and precise outcomes, based on mathematical evidence. The company wants its tool to replace...
Clients to be compensated by end of 2018
Rolled out to 25 schemes next month
Mean gender pay gap now 16.64%
26 years in financial services
Some 150 claims still to process