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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Episode 1: Around the World In 20 Minutes

Episode 1: Around the World In 20 Minutes

Tuesday, August 18, 2015
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What’s it like to be a financial adviser in Europe, compared to America? What role do regulators play in the way financial planning evolves in different markets?
 
Financial Planning expert Paul Resnik travels the world speaking with financial advisers, investment managers and investment platform operators. His business, FinaMetrica, supplies all of those folks with risk tolerance tools that help them recommend suitable investments to their clients.
 
Today, Paul takes us around the financial planning world in about 20 minutes.