Whatever risk-profiling tools advisers may prefer, writes Fraser Donaldson, the important thing is to understand the science or logic that underpins them and then to be confident in their use
In partnership with Milliman
Risk-profiling tools have provided a framework for advisers to manage client expectations but, writes Chris Fleming, key issues persist that have varying levels of implications for advisers and clients
No such thing
A question of selectivity
Three acts, two links
UK house prices and property in 2007 as an example
‘Bewildering’ choice of assets
Beat male investors by an average of 0.81% over three years
A quarter spend half a day on investment reviews
Four key risks
‘Promising lead’ or ‘Back to the lab’?
Think about ‘utility’
Confirmed in latest board meeting
What made financial headlines over the weekend?
Quality, suitability and risk
Trusts restricted to HNW clients
Diversification is key
'Further work needed'
'Biggest regulatory risk' - Gill Cardy
In for the long haul
11% never encourage clients to take more risk
What frequency delivers best for clients?