Dynamic Planner has revamped its risk-profiling process, designing it to help advisers address requirements under the Markets in Financial Instruments Directive (MiFID II), regarding suitability.
The new process, unveiled at the risk-profiler's annual conference, includes a 15-question psychometric attitude to risk questionnaire based on research conducted in conjunction with academics from the...
Following Zurich acquisition
Aviva has set out its strategy to launch an investments, savings and retirement division as it seeks to simplify its overall business.
Clients and advisers frustrated by red tape
More than 4,500 retail investors affected
Failure to engage