IFAs “poorly equipped” for uptick in younger advice seekers

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.

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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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Ex-regulator’s risk tool guide highlights limitations

Former FCA technical specialist turned consultant Rory Percival, a Chartered Financial Planner, has today published his long-awaited guide to risk-profiling tools.

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Risk profile tool provider reveals new upgrades

A risk profile tool provider has revealed enhancements for its software.

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