Suitability processes 'ill-equipped' to handle coronavirus
from FT Adviser
Advisers, clients and journalists are all stuck at home. Many will have worries about their health, their jobs, their families and friends. Following the recent market falls, can behavioural finance help advisers lead their clients through these troubled times without causing them more anxiety and without encouraging them to make bad decisions? Damian Fantato, digital editor of FTAdviser, discusses the best way to communicate with clients, the suitability process and understanding financial personalities with Greg Davies, head of behavioural finance at Oxford Risk, and Sarb Chahal, a financial planner at Sanlam. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.
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