News

Clients can't stomach risk: Ndege

Wednesday 26th of April 2017

Pocket Risk, a tool used by US and UK advisers, is launching in New Zealand next Tuesday.

It allows advisers to create a dashboard compiling information about their clients' goals, risk tolerance and risk capacity.

They can email questionnaires to clients to fill out to assess their risk profiles, and connect the scores to model portfolios.

It has been available to advisers...

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