Personal Touch Financial Services (PTFS) is setting up its own risk profiling asset allocation tool for its independent financial adviser (IFA) members, IFA Online reports. The company had been ...

With markets falling we will now see whether the theory of risk profiling works, and who will have to pay if it doesn’t. The promoters of risk profiling have argued it is a necessary component in ...

To deliver personalized solutions, financial advisors must measure investment risk with confidence. Investing will always come with risk. Still, conducting a thorough portfolio risk assessment can ...

To understand how to align portfolios to individuals. To learn the differences in fund-selection approaches. To be able to explain why different models work differently for risk profiles. To ...

It’s not wrong for the same risk profiling tool to be used for decumulation and accumulation, but people need to be careful how they are used, according to Andrew Storey, group innovation director at ...

AM Corporation has become the first customer to roll out an online risk profiling tool from IWL, offering it as the latest service available to advisers and clients via the AM Bureau. The risk ...

With spring upon us, it’s the time of the year to clean house and say goodbye to things that no longer “spark joy.” Spring-cleaning is equally important for good practice management, to ensure your ...

Identifying the AbnormalWhen considering risk in the healthcare environment – risk involving patient privacy and protected health information – profiling is critical and represents a key component of ...

Capital at risk. The value of your investments can go up and down, and you may get back less than you invest. A person’s risk profile assesses their comprehension of and willingness to accept risk in ...