Risk profiling as a component of suitability (Part 1)

Risk profiling has been a much debated topic for decades. Understanding the potential risks of conducting a client’s risk profile based on a flawed philosophy is of extreme importance for every advisor because a flawed and unquantified risk profile leads to inappropriate advice. This session highlights the risks pertaining to traditional risk profiling and risk profiling questionnaires and provides a new perspective on the fundamentals of risk profiling that will lay a sound foundation for suitable investment advice.

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