IFAs “poorly equipped” for uptick in younger advice seekers
- Monday, 14 December 2020
- Articles
The impact of the Coronavirus pandemic had led to a large increase in the numbers of younger people taking financial advice, but financial advisers are poorly equipped to help clients deal with the emotional and psychological roller-coaster ride their clients have endured during the Coronavirus pandemic, and the impact it has had on markets and their investments, according to new research.
Read more...Firm launches new suitability tools for Financial Planners
- Thursday, 18 October 2018
- Articles
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.
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 profile tool provider reveals new upgrades
- Monday, 13 February 2017
- Articles
A risk profile tool provider has revealed enhancements for its software.
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