The suitability of an investment for someone in their thirties is unlikely to be the same as a person that is retired.Retirees have different objectives , reduced loss capacity and are subject to several constraints. Advisers, compliance officers and complaint investigators do not seem to account for the unique characteristics of retirees in assessing suitablity .
Read the full article
No comments:
Post a Comment
Note: Only a member of this blog may post a comment.