Find out more about our cookies. Close

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.

Click here for more details. Close

Episode 18: FINRA report on Digital Investment Advice

Episode 18: FINRA report on Digital Investment Advice

Wednesday, March 23, 2016
View in iTunes
A new FINRA report on standards for robo-advice is taking a tough line on what does, and does not, constitute good advice. It's likely this is only the starting point, with equal standards to be enforced across all parts of the industry.

The FINRA report can be found here. You can access the referenced blog entry here.