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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 14: Due Diligence Checklist For Risk Tolerance Assessment Tools

Episode 14: Due Diligence Checklist For Risk Tolerance Assessment Tools

Wednesday, January 27, 2016
View in iTunes
Is your risk profiling assessment tool fit for purpose and true to label? Paul Resnik discusses a new rigorous checklist that helps you do a proper due-diligence of the different risk tolerance tools on the marketplace today. Download a copy of the checklist here.