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Psychometric risk profiling de-mystified

Successfully agreeing a client’s attitude to investment risk is one the most important, and most vexatious areas of financial advice.

Indeed, most of us who have been in the industry some time can remember situations along these lines: we carefully explain risk to clients at the time of recommendation, and some years later, usually after a market fall, the same client who insisted on that medium risk fund is suddenly upset that they were not recommended something more cautious.

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By Simon Farrant: Financial Planning Director at Distribution Technology
7th September 2007