Regulation and the growth of certain demographic segments will see the adoption of risk-targeted funds "accelerate significantly", according to Dynamic Planner.
In a new white paper, Fund Risk Targeting: From Evolution to Key Solution for Investment Suitability, the firm highlighted the increase in the number of advisory firms adopting risk-profiling and asset-allocation...
Caring for children and elderly relatives
Similar to June 2007
Square Mile’s series of informal interviews
Fine reduced to £60,000
Two roles created