January 16, 2024

IFS' innovative approach to risk profiling

IFS has been working on establishing a new approach to risk profiling and will soon launch a digitised risk profiling tool with selected clients to pilot.

We were driven to find an appropriate solution to the long processes and adviser bias that is associated with a traditional risk profile, so that super fund members can invest with confidence and reduce the risk of panicking when markets are volatile.

Craig Sankey, our Head of Technical Services & Advice Enablement spoke with Simon Russell from Behavioural Finance Australia on the need for a digital risk profile to ensure consistency and efficiency in how we approach this often misunderstood aspect of financial advice. Watch the full interview or listen to the audio-only interview with the links below.

We believe your members deserve the best retirement. And that starts with financial education, advice and unpaid super recovery – so talk to us today.
Get in touch