risk profiling
Regulation
Oxford Risk, a spinout of the University of Oxford, has developed an online risk profiling service that gives investors and advisers access to professional risk assessments.
27 August 2013
•
Investment
Sesame Bankhall Group (SBG) has created a risk profiling tool for advisers designed to comply with recent Financial Services Authority (FSA) guidance on assessing suitability.
30 May 2012
•
Wrap/platforms
Skandia UK has launched what it calls a "risk discussion" app allowing advisers to assess a client's attitude to risk in a single meeting.
17 April 2012
•
Wrap/platforms
FundsNetwork has extended its managed solutions offering with the launch of a risk-profiling service for its multi asset range.
14 February 2012
•
Regulation
Advisers should expect a sharp focus on their investment propositions when the Financial Services Authority (FSA) begins its review of small firms later this year, according to Simplybiz managing director Matthew Timmins.
03 January 2012
•
