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...
Manager cites liquidity risk for changes
Industry compensation scheme refuses to cover it
No-deal Brexit will cause 'a tremendous shock on the UK economy'
‘If our people are the best they can be, then so is our service’
Asset managers must make changes