Planner clients more risk averse in 2013 says report
- Friday, 15 November 2013
- Articles
Reading-based Distribution Technolgoy (DT), a provider of Financial Planning and practice management technology, says its newly-launched Dynamic Planner Intelligence report shows that planners' clients have become more risk averse in the past six months.
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SocGen launches investment product range for financial advisers
- Monday, 19 August 2013
- Articles
Societe Generale has launched a new range of investment products aimed exclusively at financial advisers.
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FSCS finds consumers remain cautious with their finances
- Wednesday, 16 January 2013
- Articles
The Financial Services Compensation Scheme has found just seven per cent of people would be prepared to take a risk with their finances.
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Skandia upgrades risk appetite app for iPads following adviser demand
- Tuesday, 04 September 2012
- Articles
As more Financial Planners use iPads in their client meetings, Skandia has launched an iPad risk appetite app.
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