Considering client risk capacity

Tony Vidler  | Strictly Business | 02 October 2012

As advisers embed new processes and systems in a more prescriptive world, we are increasingly seeing some concepts that were formerly considered "best practice” being re-assessed.

Much has been written recently about determining a client's tolerance for risk, which is quite appropriate as advisers re-consider their methodologies and systems that justify the suitability of their recommendations. A simple risk profile questionnaire which categorises a consumer into (say) one of ...