Percival: Advisers need to improve capacity for loss approach
- Tuesday, 06 December 2016
- Articles
Some advisory firms are failing to adequately assess clients’ capacity for loss - a key element in risk profiling, a former FCA technical specialist has told Financial Planners.
Read more...FCA specialist exits for adviser compliance firm
- Wednesday, 12 October 2016
- Articles
A Financial Conduct Authority conduct risk specialist has left the regulator for a consultancy firm which helps advisers with compliance.
Read more...FinaMetrica: Men’s hunger for risk isn't much greater
- Wednesday, 14 October 2015
- Articles
FinaMetrica has this morning published data which it said highlights men’s hunger for risk is not much greater than women’s.
Read more...eValue's Moss says risk assessment will be critical post-Budget
- Wednesday, 14 May 2014
- Articles
eValue strategy director Bruce Moss has told a London conference that assessing client risk will be more important in the post-Budget world where annuities are no longer necessary.
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