Add historical context to risk profile questionnaires
The questionnaires lack vital context, and the allocations clients are slotted into don't mean what they once did
Overcoming reservations about converting to investment models
Some advisers appreciate what models could do for their business but worry the implementation would be too complicated.
Why passive asset managers represent high risk for financial advisers
Passive third-party asset managers could expose clients to a greater level of risk and dissatisfaction.