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Advisors Can Only Rely on Psychometric Testing

If you’ve ever been told you are a four-character personality type, such as a ISTJ, INFJ or ESTJ, you’ve met the Myers-Briggs Type Indicator (MBTI) test. It was most probably while you were dealing with a recruiter or human-resources person, but unfortunately they learned nothing about you from this test — because it does not work.…

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SEC’s New ‘Regulation Best Interest’ Rule Sparks Controversy

The SEC’s new ‘Regulation Best Interest’ standard requires broker-dealers to act in the client’s ‘best interest’ which, it is argued, is a higher standard than the FINRA suitability rule. But critics are not so sure. There are a number of opponents lining up to attack the new SEC rule. They generally argue that the rule…

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Freezing of UK Fund Triggers Global Alarm Liquidity Risk Alarm

Questions are being asked around the world about the liquidity risks of funds invested in unlisted or illiquid assets, after a major UK fund was forced to suspend trading when it could not sell assets quick enough to meet redemption requests. The £3.6 billion Woodford Equity Income Fund was suspended on 3 June, due to…

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Tracking, Monitoring, and Maintaining Suitability

Tracking, monitoring and maintaining suitability Suitability is judged at a point in time — but things can change! Suitability has to be tracked, monitored and maintained as required. On the client-side, the change could come in a number of ways. The client might have had a change in their financial objectives, which means previous arrangements…

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