risk profiling

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.

Personal Touch Financial Services is rolling out its own risk profiling asset allocation tool to its independent financial adviser (IFA) members, after warnings from the Financial Services Authority (FSA) about other tools in the market.

Verbatim Asset Management has had its risk profilling tools approved by the Plain English Campaign, after the Financial Services Authority (FSA) warned of a crack down on jargon when dealing with clients.

Distribution Technology has reported a spike in new user take up of its risk profiling software Dynamic Planner.

A leading economist has hit out at the practice of risk profiling carried out by many financial advisers, describing it as "rubbish".

Morningstar has integrated the FinaMetrica financial risk profiling tool into its Adviser Workstation.

It is only March, and the FSA has twice this year fired warning shots over risk profiling. So how should you respond?

US financial planning technology provider Voyant has teamed up with Australian peer FinaMetrica to launch a risk profiling platform for advisers.

Financial Express has completed its purchase of the eValue business from Towers Watson, with all current management and employees moving across.

Advisers and providers are warning further clarification is needed on a number of "grey areas" following the FSA's clamp-down on risk-profiling tools.