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Risk profiling ‘astrology’ fails clients
Monday 9th of July 2012
FinaMetrica licenses a 25-question questionnaire used by more than 3000 advisers in seven countries to analyse their clients’ risk tolerance.
And Resnik, who will be speaking at next week’s Institute of Financial Advisers conference, told Good Returns that much of what passes for risk profiling is of no more use to clients than “astrology” when it comes to working out what their investme...
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