Risk tool to help planners with new suitability rules
- Friday, 02 February 2018
- Articles
Dynamic Planner has unveiled its new risk profiling process aimed at helping Financial Planners address Mifid II requirements on suitability.
Read more...Ex-regulator’s risk tool guide highlights limitations
- Tuesday, 12 September 2017
- Articles
Former FCA technical specialist turned consultant Rory Percival, a Chartered Financial Planner, has today published his long-awaited guide to risk-profiling tools.
Read more...Risk profiling guide launched for Financial Planners
- Thursday, 12 November 2015
- Articles
A new 52 page risk profiling guide has been launched for Financial Planners and their clients.
Read more...Distribution Technology makes 3 senior appointments
- Tuesday, 06 October 2015
- Articles
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...