ConsumerDuty

Dynamic Planner’s Williams: The psychology behind investing and risk

Understanding how clients interpret past performance is a vital component of Consumer Duty

June 6, 2024

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Published by MA Financial Media Ltd (part of Mark Allen),
St Jude’s Church, London SE24 0PB . Copyright (c) 2024.

PA Adviser is written for UK financial advice businesses – especially those that outsource all or part of their investment decision-making to model portfolio services, funds of funds and other multi-asset solutions.

ConsumerDuty

Dynamic Planner’s Williams: The psychology behind investing and risk