First in suite of ‘SuitabilityPro’ offerings
Consider risk capacity
If a client 'needs' a higher rate of investment return than the portfolio they are likely to be comfortable with is expected to earn, writes Greg Davies, then they need better needs, not riskier investments
Question of translation
Three investment journeys
'Most scientifically rigorous'
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.