Risk-profiling tools are there to enable good conversations not replace them, writes Chris Jones - and the most appropriate tool is one that does that job best
A turbulent October reminded us all too well that the main purpose of risk profiling in the investment process is to manage a client's expectations through engagement and understanding. Regulation requires...
View from the front row
Project Libra unveiled
Including SJP and investment trusts
Spent two years at Sanlam
Will also assess FCA's actions