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...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'