What is a professional client? A professional client is deemed capable of making his or her own investment decisions, and understanding the risks involved, with greater autonomy than retail clients.

Rory Percival, regulatory expert at Rory Percival Training and Consultancy says while the Financial Conduct Authority has not made client segmentation mandatory, “it is a logical step that firms ...

Based in Tampa, Florida, Virginia Pelley is a former women's magazine editor who has written health and fitness content for Men's Journal, Cosmopolitan magazine, the Chicago Tribune, ...

What is a professional client? A Professional Client is deemed more capable of understanding the risks involved in financial trading than a Retail Client. Professional Clients may thus benefit from ...

The process by which advisers focus on certain clients groups based on their profitability is called client segmentation. Experts say the Retail Distribution Review that came into effect in 2012 has ...