Yasmina Siadatan

The fundamental definition of risk being lost in translation in the investment process remains very real following this month’s Money Marketing survey results. Risk profiling a client, and subsequently recommending investments that employ different definitions of risk, is problematic. The issue lies in mis aligning the recommendation to the client’s needs and desires, leading to […]

Wednesday saw the most exciting event ever held by the award-winning provider of risk profiling and asset allocation experts Dynamic Planner, at the IET in Savoy Place in London. The day was filled with controversial yet inspirational conversation, stacked with industry insight as well as macroeconomic expertise. Advisers and paraplanners from all over the UK […]