risk profiling
Regulation
Risk-profiling tools are imperfect models which threaten to turn the art of investing into an imprecise science and should only be used as a guideline, says Ian Lowes.
07 January 2011
•
Your profession
Merchant Investors, part of Sanlam UK, has launched a risk profiling tool designed to give a more complete picture of a client's approach to risk.
07 December 2010
•
Investment
IFA technology partner Parmenion has taken over the management of Investment Risk Profiler from Silent Partner.
12 November 2010
•
TMT
Distribution Technology (DT) has launched a version of its risk profiling tool for the iPhone.
10 March 2010
•
Technology
Scottish Widows is launching a long-awaited online portfolio tool next month which allows the investment adviser to select suitable funds for clients from the whole of the UK investment market.
23 January 2006
•
3 min read
Technology
Psychometric risk profiling software is being launched for IFAs in the UK next month which is already used by financial planners in the US, Australia and New Zealand.
26 March 2004
•
