Percival: Capacity for loss practices 'very poor'
- Tuesday, 09 May 2017
- Articles
Rory Percival, the former FCA technical specialist, says practices around capacity for loss are “frankly very poor” among many firms – perhaps the majority.
Read more...Enhanced risk profile tool created by ex-Facebook staffer
- Tuesday, 09 May 2017
- Articles
An ex-Facebook employee’s risk profile tool with a ‘Financial Planning edge’ has been re-launched.
Read more...400 planners, Paraplanners, advisers head to event today
- Tuesday, 09 May 2017
- Articles
About 400 Financial Planners, Paraplanners, advisers, and wealth managers are attending the Morningstar Investment Conference UK, which began this morning.
Read more...Rory Percival gives 400 advisers and planners risk profile review
- Monday, 08 May 2017
- Articles
Rory Percival, the former FCA technical specialist, is set to reveal the results of his review into the risk profiling tools market tomorrow.
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