PFS makes ISA risk plea to advisers and FCA
- Monday, 09 September 2019
- Articles
The Personal Finance Society (PFS) has urged product providers, financial advisers and the FCA to ensure Innovative Finance ISAs are designed and promoted in a way that “will not exploit known behavioural biases”.
Read more...Editor’s Comment: Why fearful savers shun investing
- Friday, 01 March 2019
- Articles
I’ve felt for a long time that what the fund management sector offers, and Financial Planners and advisers in turn recommend, is often far from what investors want to buy and two surveys this week back up that view.
Read more...Risk calculator to help advisers discuss clients’ mortality
- Monday, 24 September 2018
- Articles
Financial provider VitalityLife has launched a risk tool which it believe will help financial advisers discuss with clients the possibility of dying before retirement.
Read more...New guide covers multi-asset fund families
- Monday, 19 March 2018
- Articles
Data provider Defaqto has launched a guide to multi-asset, risk-bound fund families to help advisers understand and use them for clients where appropriate.
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