Opinion
Investment
How clever are your clients? I am not asking if they have degrees or MBAs, more how sophisticated are they in terms of their understanding of financial products? I am guessing the answer is generally: "not very sophisticated".
14 October 2011
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Financial services
What price, one price? A neat consumerist or political slogan perhaps, or something rather more serious?
14 October 2011
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Investment
What the recent FSA Guidance Note on investor risk profiling made clear was that it is useless to spend time assessing a customer's attitude to investment risk unless at least equal attention is given to ensuring the investment recommended matches the...
14 October 2011
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Industry
The FSA's Guidance Note on establishing a customer's risk tolerance and the suitability of recommendations identified a number of serious shortcomings in the processes of many advisers.
10 October 2011
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UK
One of the surest things in the markets at the moment is that the Bank of England will miss its inflation target of 2% and the governor, Mervyn King, will have to write a letter to the Chancellor.
10 October 2011
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