Simon Farrant, Head of Financial Planning, will be speaking in the Technology Arena at 13.45pm
Are tools really ‘under the influence’ of providers and is this a bad thing? How accurate is psychometric risk profiling? What range of risk profiles do tools cover? A detailed look at what risk profiling, asset allocation, and stochastic modelling tools do (and don’t do), with an emphasis on exploding some of the myths around tools. The session is aimed at advisers, managers and business owners keen to ensure that they are Using Tools Safely and Effectively as part of their investment proposition.
T: +44 (0) 118 903 5850
F: +44 (0) 118 950 3765
E:
