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| Where I Am? | Viewer ==> Risk profiling – combining multiple factors as part of goals-based financial planning | |||||||||||||
Stanlib Collective Investments |
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| Stanlib Collective Investments | Q2 of 2023 | 3 years ago |
In this article we briefly highlight some of the flaws that exist with risk profiling. We discuss how advisers can evolve approaches by combining risk components to lay the foundation for goals-based financial planning.
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In 2021, Emmanual Lediga s Maru Asset Managers was acquired by Global Kapital of NetherlandsDYNPiet Viljoen's RE:CM merged into Counterpoint in 2020. |
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| Disclaimer |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |