There's knowing your client, and there's knowing your client - truly understanding their needs, circumstances and goals is a complex task.
But the rise of financial services technology ("fintech") is improving advisers' ability to engage with their customers.
With technology increasingly at the heart of the advice process, how can advisers accurately capture clients' ambitions, identify the normal contradictions and contentions that, as human beings, we all have in our financial lives and truly help them understand the concept of risk versus return.
In this exclusive webinar, financial services software provider IRESS in partnership with Professional Adviser discusses the evolution of assessing client suitability, including capacity for loss and financial capability, and why fintech must not permit advisers - knowingly or otherwise - to abdicate responsibility for the advice.
Please click here for the exclusive webinar.
