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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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Working with FinaMetrica's Risk & Return Guides

Working with FinaMetrica's Risk & Return Guides

Tuesday, January 24, 2017
Watch on Youtube
This webinar demonstrates how advisers can frame and manage their clients' investment expectations using the information in the FinaMetrica risk & return guides. Framing expectations is a key step toward ensuring clients remain invested during times of volatility, leading to better outcomes for the client and adviser.