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The EValue Blog

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Capacity for Loss: Are Advisers Getting it Right?

The customer is not always right. But when it comes to capacity for loss, that is largely down...

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How to Communicate Investment Risk to Your Clients

The following 9 steps highlight the method for helping your clients understand the impact that...

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How to Recommend Suitable Funds that Match the Client’s Risk Profile

In this article, we explore the process of selecting and recommending a suitable fund (or...

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How to Establish a Client's Capacity for Investment Loss

For a financial adviser, there is a clear difference between a client’s attitude to investment...

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How to Communicate Investment Risk and Reward with Robo Advice

Today, more and more of us face making important and often irreversible decisions about our...

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US firm launches Robo Advice not focused on millennials

Although, in recent years, the number of robo advice solutions that have been developed has...

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