PlanPlus Global Blog

Read the latest insights on risk profiling, suitability, financial planning, portfolio planning and the advice industry at large from our internal experts.

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Professional Judgement or Just My Opinion?

Advisors must reconcile conflicts between a client’s risk tolerance, risk capacity, risk need, composure, previous experience, time horizon and more in determining an investor profile and resulting personalized investment policy. There is little or no body of knowledge on how these trade-offs occur or what constitutes a “best practice” in applying “Professional Judgment” to ensure…

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Wealth industry unprepared for liability shift in new ‘Seller Beware’ rules

New rules likely to soon pass Australia’s parliament will make financial advisers and product issuers directly liable for ensuring financial products are only sold to suitable customers — shifting responsibility from ‘buyer beware’ to ‘seller beware’. ” Australians haven’t yet recognised the tremendous significance of these new financial suitability laws, which turn conventional wisdom about…

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Risk Profiling & Investment Proposal

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