How much do you know about money? The way you answer this question determines a lot about how ready you are to retire, says ...

More financial activity is happening on phones than ever before. For advisors, this means mobile-first tools are becoming ...

Robo-advisors can be a good entry point for new investors, but some providers are better than others.

Without a plan — or a big enough nest egg — they can leave you feeling unprepared for what comes next. Here are five things that tend to disappear in retirement — and what you can do now to make sure ...

"I use the risk profiler questionnaire as a basis for risk tolerance discussion because it is important to understand what is behind the responses. I generally ask about the investor’s experience and ...

Siddharth Mehta, a young lawyer and senior partner in a top law firm, has taken insurance and has started investing for his goals. Seeking a comprehensive plan, he has consulted a financial adviser.

Discover the top 8 Robo-Advisors for a hands-off approach to investing. Automate your portfolio, grow your wealth, and achieve your financial goals!

How to start investing with a robo-advisor I was pleasantly surprised by how simple the setup process was when I first used a robo-advisor. Here are the steps you can take — even with no ...

Dynamic Planner has enhanced its attitude to risk questionnaire with the launch of Financial Personality Insights. This new initiative equips advisers with a deeper understanding of their client ...

Dynamic Planner has launched its Attitude to Risk Questionnaire to assess clients’ willingness to engage with risk in their investments. The software company’s head of psychology and ...

This is one of the main questions financial advisers want to know from clients. A typical questionnaire asks investors to rate their investment-risk tolerance on a scale from extremely low to ...

The global average monthly risk tolerance score as measured by the Morningstar Risk Tolerance Questionnaire from January 2008 to December 2023. Source: Morningstar. Stable does not mean immutable.