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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 31: The Language of Risk

Episode 31: The Language of Risk

Wednesday, September 21, 2016
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A new guide to the language of risk has been released by FinaMetrica, to help the industry focus on how risk is described and put into context for customers. In this episode, the creators of the guide explain why and how they undertook this work.