Category: Risk Suitability

2 Results Shown

Communicating investment risk and reward using robo advice solutions

Today, more and more of us face making important and often irreversible decisions about our finances. Choosing investments which meet our individual risk profiles can often be a daunting experiencing. The need for cost-effective, compliant financial advisory services has, therefore, never been greater. One such area that has grown significantly over recent years is that of robo advice. Seen by some as the end of traditional face to face advice, more enthusiastic advocates believe that robo advice presents a huge opportunity for the financial services industry. Consumers are able to obtain professional advice at a much lower cost than undertak ...


Rory Percival’s ‘Risk Profile Tools’ Guide

Commenting, Paul McNamara, Chief Executive at EValue says: “Risk profiling alone is not enough. Advisers and their clients also need to explore and understand appropriate asset allocation strategies to support suitable recommendations. “The report correctly identifies that the mapping of investments and asset allocations to the output of risk p ...