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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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Auditing Risk Profiling Systems

Auditing Risk Profiling Systems

Wednesday, January 11, 2017
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Recent audits of 'in-house' risk profiling systems have revealed that most are poorly constructed and lack integrity and validity. In this podcast the auditor explains the problems he found.