A third-party measure of a client's willingness and ability to take risk is a vital part of most advisers' toolkits, writes Adam Higgs, but what should advisers be looking for in such tools and how do they differ?
It is fair to say risk-profiling has withstood some considerable regulatory scrutiny since the then Financial Services Authority released its first Assessing Suitability paper. For most advisers, a third-party...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till