A2Risk profiling: simpler than simple questions
It is tempting to think that the simplest way to assess a customer’s attitude to risk is to ask a simple question. Something like “What level of investment risk are you…
Supporting firms as they zoom in on Targeted Support
Advice firms, banks and insurers are actively preparing to deliver the Financial Conduct Authority’s Targeted Support (TS) framework. The regulator hopes that its bold new initiative, which is open from…
Adviser Consolidation and Risk Profiling
Notes on the opportunity to improve compliance and align practices The UK financial advice market continues to evolve, with a flow of mergers, acquisitions and new entrants. Consolidators – both…
USS uses A2Risk ATRQ to Survey Member Risk Attitudes
In a recent survey of the attitudes of members of the UK’s largest private pension scheme, the Universities Superannuation Scheme (USS) used A2Risk’s Attitude to Risk Questionnaire (ATRQ) to understand…