Upcoming Webinar
Over the last few years risk profiling has evolved from measuring risk tolerance to assessing suitability. Suitability assessment is a multi-dimensional construct which integrates the client’s behavioral profile, risk capacity and the required outcome to determine the most suitable investment solution for a client.
Join us for an informative webinar as we delve into the different dimensions of suitability assessment and the effect it has on your client’s investment outcomes.
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