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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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How to Link Risk Tolerance to Portfolio Decisions

How to Link Risk Tolerance to Portfolio Decisions

Thursday, February 02, 2017
Watch on Youtube
Building portfolios that take risk tolerance into account is required by most regulators. Yet few people know how to map risk tolerance to an investment decision with a robust, defensible methodology. In this 30 minute webinar FinaMetrica's Paul Resnik explains how mapping portfolios unlocks benefits for the client and advisor.