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risk

Investment

Verbatim AM partners with Sandringham on investment process

Verbatim Asset Management, the investment arm of the SimplyBiz Group, is to provide its independent investment process to restricted national Sandringham Financial Partners.

clock 29 April 2013 •

Offshore Investment

Clements Worldwide launches in Dubai

The new dedicated Middle East & North Africa (MENA) presence will offer speciality insurance products giving customised solutions against the growing risks in the region.

clock 20 March 2013 •

Offshore Investment

Level of Asian returns depends on index

Investors who want to capture the Asian market premium will do so in a better way if they use indices designed with an efficient weighting scheme, according to a study by the EDHEC-Risk Institute.

clock 07 March 2013 •

Managed solutions

Understanding risk: why volatility is important

RISK

clock 31 January 2013 • 4 min read

Adviser tips

Odd jobs: my trickiest clients

UNUSUAL CASES

clock 31 January 2013 • 4 min read

Investment

L&G appoints Simon Gadd chief risk officer; Kerrigan Procter head of annuities

Legal & General (L&G) has appointed Simon Gadd as chief risk officer, and Kerrigan Procter as managing director of the group's annuities business.

clock 28 January 2013 •

Technology

Capita enters risk-profiling market

Capita Financial Software has entered the increasingly competitive risk-profiling market with the launch of its Synaptic Modeller tool.

clock 17 January 2013 •

RDR

Are advice propositions suitable for RDR?

Sadly many advisory businesses are preparing for RDR with ‘dumbed down' advice propositions for which fees will be hard to justify, says Bruce Moss

clock 30 October 2012 •

Technology

Advisers inspire FinaMetrica's latest risk-profiling tool

Feedback from advisers across the globe has shaped the latest version of FinaMetrica's latest risk-profiling tool, the group's head has said.

clock 25 October 2012 •

Wrap/platforms

Nucleus IFAs produce risk management guide

A group of Nucleus IFAs have produced a free guide to risk management in advisory businesses.

clock 03 October 2012 •
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