One of the key roles of a Financial Planner is to assess clients’ appetite for investment risk. Selecting investments is nigh on impossible without this and a major industry has grown up around client risk profiling.

This week wealth manager St James's Place announced the launch of a bold new logo and rebrand but I wonder if the coming changes will go deeper and be even bolder?

There has been much talk lately about how Financial Planners can spot and work with vulnerable clients.

It’s been an accepted wisdom over the past few decades that we are all living longer, at least as a nation. That’s now being tested.