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Showing 31 - 35 of 35 results for "risk profiling"

Mercer plans for post FOFA advice dominance

ELISE BURGESS  |  THURSDAY, 1 SEP 2011
... policies in place for dealer groups to use, creating funds and changing the way they operate. "We have experts in risk profiling tools that we are modifying for financial planners, including that could stress test a financial plan," Long told Financial ...

VFMC brings risk management in-house

MICHAEL HOBBS  |  THURSDAY, 10 JUN 2010
... to help oversee the process. Justin Arter, chief executive at VFMC, said the firm previously outsourced client risk profiling and asset allocation reviews but has brought it in-house to provide broader service to clients. "The process looks at how many ...

FinaMetrica rides regulatory wave

MICHAEL HOBBS  |  TUESDAY, 19 JAN 2010
... planners are looking for ways to prove they're providing a good service to clients. As a result, UK demand for the risk profiling tool that FinaMetrica provides has grown considerably in the past year, he said. "The UK is our largest growth potential ...

AMP broadens risk profile

MICHAEL HOBBS  |  MONDAY, 18 JAN 2010
In a sign of the times, one of the country's largest planning groups has expanded its risk profiling tool to accommodate seven types of risk profiles instead of five - adding "short duration" and "cautious" to the mix. Previously, AMP's risk profile ...

Bravura expands in UK with Friends Provident

KATE HAGE  |  MONDAY, 17 JUL 2006
... investments, historic and past performance. "Advisers will have access to a full suite of pre and post-sale tools such as risk profiling, modelling, charting, valuation, audit and reporting tools," he said. Ward also added that the deal meets increased ...
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