Partner Insight: Flora Maudsley-Barton, managing director of Parsonage Financial and Kerry Nelson, managing director of Nexus Financial met in London recently to discuss how risk should be targeted.
Despite continued regulatory scrutiny
To support investment process and MiFID II standards
15-question psychometric ATR questionnaire
A quarter spend half a day on investment reviews
Ongoing charge of 0.99%
Smaller companies less prepared
Follows 2011 guidance
New focus on behavioural finance and client experience
'Time is the enemy' - Prudential
Risk-profiling tool launched
'Perpetual thorn' in advisers' side could also sting robos, report suggests
Existing risk profiling tools present inaccurate outcomes, firm claims
A checklist for the savvy adviser
Which are the best risk profiling tools?
One of the early pioneers of multi-manager investing and risk profiling, Phil Morse, has passed away after a short illness.
Distribution Technology (DT), the risk-profiling tool provider, has launched a fund risk-targeting service.
Platform technology provider FNZ is rolling out an alternative to traditional suitability tools to its platform and adviser clients, to help them assess consumers' broader understanding of financial services.
Distribution Technology (DT), a provider of risk profiling tools to hundreds of adviser firms, has introduced high yield bonds to eight of its ten risk models for the first time.
Risk profiling software provider FinaMetrica has launched a shorter version of its risk tolerance test for advised clients with ‘single goal' investment needs or smaller amounts to invest.
Risk-profiled funds: The perils of the peer group