risk profiling
Investment
Sesame Bankhall Group (SBG) has created a risk profiling tool for advisers designed to comply with recent Financial Services Authority (FSA) guidance on assessing suitability.
30 May 2012
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Wrap/platforms
Skandia UK has launched what it calls a "risk discussion" app allowing advisers to assess a client's attitude to risk in a single meeting.
17 April 2012
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Wrap/platforms
FundsNetwork has extended its managed solutions offering with the launch of a risk-profiling service for its multi asset range.
14 February 2012
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Regulation
Advisers should expect a sharp focus on their investment propositions when the Financial Services Authority (FSA) begins its review of small firms later this year, according to Simplybiz managing director Matthew Timmins.
03 January 2012
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TCF
Around two thirds of people disagree with the attitude to risk given to them by risk profilling tools, Axa Wealth has claimed.
28 November 2011
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Wrap/platforms
Skandia is considering expanding its risk rated fund range to include an income solution for those nearing or at retirement.
26 October 2011
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Regulation
Advisers are being warned they may come under scrutiny for using asset allocation tools linked to a single provider ahead of regulatory reviews next year.
26 October 2011
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