risk profile

Financial planning

HNW female investors defying ‘risk-averse’ stereotypes

While previous data often portrays female investors as more risk-averse and unconfident compared to male counterparts, JBWere research shows high-net-worth women have sim...

Financial planning

ESG uptake hindered by lack of risk-rated funds

The lack of risk-rated ESG funds is a hindrance to their uptake by financial advisers, according to an adviser....

Financial planning

The risk of failing to consider a couple’s risk tolerance

Advice firms are failing to take both partners’ risk considerations into account when completing couple’s risk profiles and face the possibility of losing clients if they...

Financial planning

Less than one-in-three chance of defending 'know your client' complaint

Failing to ensure clients understand risk profile questionnaires can mean advisers fail the ‘know your client’ obligation and leave them open to a complaint with only a 3...