Risk Profiling, Asset Allocation and Stochastic Modeling tools have come a long way since the turn of the millennium when they first appeared. However it is only recently that I think they can be said to have come of age. I draw this conclusion not from the fact that statistics show that over half of independent advisers now use them, but rather because of two recent events: an article in the technical press, and a personal experience.
Read more on IFAonline at: Tools come of age
Simon J Farrant, APFS, Director of Financial Planning, Distribution Technology.
14th April 2008
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