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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 10: New Report On Robos Released

Episode 10: New Report On Robos Released

Wednesday, November 18, 2015
View in iTunes
Paul Resnik discusses his new report on robo-advice around the world, which is now available from www.riskprofiling.com/the-robo-revolution. Paul also talks about his recent experience at an important financial planning technology conference in the United States.