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...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions