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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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Chartered Planner calls on FCA to review risk definition

A leading Chartered Financial Planner has called on the Financial Conduct Authority (FCA) to redefine risk classifications to reflect current conditions.

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IFA launches algorithm-driven investment advice

Thames Valley-based wealth manager and IFA Woodward Financials has launched an ‘enhanced advisory service’ for clients which offers daily risk monitoring of portfolios. 

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Advisers crucial to help women close pension gap - platform

Financial advisers should help women make the most of personal allowances and reassess their concept of risk to help close the pension gender gap, according to investment platform Parmenion.

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