3 in 10 clients may be wrongly assessed on risk

Three in 10 (29%) of clients say that their wealth managers may have incorrectly assessed their attitude to investment risk.

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Firm launches new suitability tools for Financial Planners

Risk profiling and behavioural-science firm Oxford Risk has launched a new suite of scientifically validated end-to-end client suitability and behavioural-insight tools.

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