More than a quarter (29%) of advisers do not have a consistent definition of risk, according to a poll of attendees at the annual Dynamic Planner conference.
While less than three-quarters (71%) said they used the same definition for risk profiling, portfolio reviews, as well as research and recommendations, the remaining portion of the 250 attendees did not....
Six hours for a client report
700,000 transfers in 12 months
104 delegates attended
'Benefit from healthy cash levels'
Could be two months to complete payment