Risk tool to help planners with new suitability rules

Dynamic Planner has unveiled its new risk profiling process aimed at helping Financial Planners address Mifid II requirements on suitability.


Ex-regulator’s risk tool guide highlights limitations

Former FCA technical specialist turned consultant Rory Percival, a Chartered Financial Planner, has today published his long-awaited guide to risk-profiling tools.


Risk profiling guide launched for Financial Planners

A new 52 page risk profiling guide has been launched for Financial Planners and their clients.


Distribution Technology makes 3 senior appointments

Investment risk profiling and Financial Planning systems provider Distribution Technology has recruited three senior executives from Bankhall to join the asset and risk modelling and IFA account management teams. Read more...

 Promote your vacancy to thousands of professionals on Financial Planning Jobs  
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.
Offer: Use code 'FPJSaver10' on checkout to save 10% on your listing. Click for details: