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risk

Europe

No such thing as risk free

Skerritts' head of investments Andrew Merricks asks if there are any ‘safe' investments out there as the eurozone hurtles towards a messy denouement.

clock 08 December 2011 •

Long Term Care

Saga paid out £156k for mis-sold LTC funds

Saga paid 12 people £13,000 each in compensation after one of its advisers mis-sold them funds within long term care (LTC) plans.

clock 07 December 2011 •

TCF

Consumers 'disconnected' from attitude to risk: Axa

Around two thirds of people disagree with the attitude to risk given to them by risk profilling tools, Axa Wealth has claimed.

clock 28 November 2011 •

Income

Understanding client's risk tolerance

Some customers handle risk differently from others. Mike Morrison explains the virtues of understanding their varying risk tolerances

clock 15 November 2011 •

ISAs

From wary to daring: Sixteen funds for a JISA

Fidelity Fundsnetwork has unveiled a shortlist of 16 funds approved by Old Broad Street Research (OBSR) as suitable for Junior ISAs.

clock 28 October 2011 •

RDR

Risk profiling: Advisers question tools' 'spurious' accuracy claims

Providers' claims that attitude-to-risk questionnaires can be as much as 93% accurate are being challenged by advisers.

clock 20 October 2011 •

Investment

How I advised my mother-in-law on her search for income

As I relaxed back in the armchair with my cup of tea, my mother-in-law put down her book and fixed me with a beady eye.

clock 06 October 2011 •

uncategorised

What do advisers really think of unit linked guarantees?

In this Retirement Planner inquiry, Helen Morrissey asks what must happen in order to raise awareness of unit-linked guarantees

clock 27 September 2011 •

Your profession

Five things your clients will call you about this week

Nationals round-up: Investment trusts continued to get more publicity, while power of attorney, pensions, downsizing and fee-based advice all got a mention.

clock 19 September 2011 •

US

Lehmans three years on: Do advisers understand counterparty risk?

It has been three years since Lehman Brothers filed for bankruptcy, creating the biggest banking failure in history and sending shockwaves through global markets.

clock 15 September 2011 •
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