Huge variation in advisers’ client risk assessments

Financial advisers show a huge variation in how they assess client risk tolerance with some putting the same 'imaginary' client at different ends of the risk spectrum, according to a new study.

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Oxford Risk warns against “box-ticking” wealth advisers

Too many wealth advisers view risk profiling as an unnecessary box-ticking exercise and this can lead to poor client outcomes, according to behavioural financial firm Oxford Risk.

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Behavioural insights the future of Financial Planning - Nucleus

Behavioural insights should propel Financial Planning firms forward as the advice process continues to evolve, according to a new white paper.

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Editor’s Comment: Herd instinct may be harming investors

The latest Investment Association figures, covering fund sales in the second quarter, reveal some interesting movements but also highlight the blunders mainstream investors make over and over again due to the herd instinct.

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