risk profiling

St James's Place partners with Dynamic Planner for client risk profiling

Companies

St James's Place partners with Dynamic Planner for client risk profiling

Aims to provide ‘comprehensive’ risk profiling services

clock 06 February 2025 • 2 min read
Plugging the gaps: Revisiting risk profiling tools

Your profession

Plugging the gaps: Revisiting risk profiling tools

Risk profiling tools can vary considerably

clock 19 November 2024 • 5 min read
Dynamic Planner named the most used risk profiling tool by advisers

Ratings, Research & Risk

Dynamic Planner named the most used risk profiling tool by advisers

A fifth of advisers use tools provided by platforms

clock 09 January 2024 • 1 min read
Most advice firms use risk profiling tools but recognise limitations

Your Business

Most advice firms use risk profiling tools but recognise limitations

Advisers score risk profiling tools 7.6 out of 10 for effectiveness

clock 08 January 2024 • 1 min read

Managed solutions

M&G unveils three-strong sustainable multi-asset fund range

Cautious, Balanced and Growth products unveiled

clock 09 December 2020 • 1 min read

Your profession

Neil Bage: The investment cost of being human

Difference between perception and reality

clock 29 September 2020 • 4 min read

Investment

RSMR launches Active 2-10 Portfolios for advisers

New range draws from rated funds to target risk profiles

clock 03 September 2020 • 1 min read

Investment

Dynamic Planner brings investment trusts into risk profiling service

Seneca Global Income & Growth Trust first to be included

clock 14 August 2020 • 2 min read

Ratings, Research & Risk

Greg Davies: Focus on the spirit of risk regulation

Assessing suitability

clock 02 August 2019 • 4 min read

Multi-Asset

How do funds make their way onto selectors' buylists?

Managers reveal their stockpicking secrets

clock 25 July 2019 • 1 min read