Risk profiling, getting the right balance with pension funds and investing in America were all over the nationals at the weekend. Here's what your clients will be calling you about this week.
Risk profiling This area of financial advice which the public may not necessarily have much knowledge about cropped up in the Guardian. The paper reported on the FSA's concerns about advisers who were failing to correctly identify people's ‘appetite for risk' and ‘capacity for loss'. Readers of the paper (and website) will be able to use Finametrica's tool to test themselves. Pension risk Also on the issue of risk, The Telegraph had an interesting piece on the strategies adopted by typical defined purchase pension schemes. According to some new research, default funds are starting to...
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