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  Media Coverage
2013
 
 Consumer View – FinaMetrica - Jigsaw Tree Newsletter - Apr 2013
 Psychometric-Based Investment Suitability & Enhanced Trust - Actuarial Post - Apr 2013
 Why Risk Tolerance Is Critical to Your Practice - Practically Speaking - Apr 2013
 What's your risk tolerance for investing? - Money - Mar 2013
 Is your approach to risk in harmony with your DFM's? - IFAOnline.co.uk - Mar 2013
 Paul Resnik: Why stony silence on past suitability mistakes? - Money Marketing - Jan 2013
 
2012
 
 How to Make Values Visible - Wall Street & Tech - Dec 2012
 FinaMetrica Roadshows - Press Release - Nov 2012
 What Really is High-risk Investing? - fundweb - Nov 2012
 The Future For Risk Profiling Tools - fundweb - Oct 2012
 FinaMetrica Releases Version 2.0 - Press Release - Oct 2012
 Typical Risk Profiling Mistakes - Money Management - Sep 2012
 FinaMetrica to Provide Risk-Profiling for Architas Funds - FT Adviser - Sep 2012
 Risk Profile & Asset Allocation - Investmentadvice.org - Aug 2012
 Interview: FinaMetica’s Paul Resnik - FT Adviser - Aug 2012
 Body-Surfing and Investing - Advisor One - Jul 2012
 What 'advisers' alpha' is worth - GoodReturns.co.nz - Jul 2012
 'The people I frustrate are those in large institutions' - FTadvisors.com - Jul 2012
 Paul Resnik: Why psychometrics have a place in financial planning - MoneyMarketing - Jul 2012
 Stagnant State of Risk Profiling - Asset - Jun 2012
 Margetts range use FinaMetrica risk tool - FTadvisors.com - Jun 2012
 Risk profiling ‘astrology’ fails clients - Goodreturns.co.nz - Jun 2012
 FinaMetrica Joins Forces with Margetts - Press Release - Jun 2012
 The New Wave - MoneyMarketing - Jun 2012
 The Same Approach to Risk Will Mean Less Confused Clients - MoneyMarketing, May 2012
 Financial planners need to rethink risk tolerance drivers - MoneyManagement.com.au - May 2012
 FinaMetrica: poor risk profiling leading to wrong investments - Citywire.co.uk - May 2012
 Advisers urged to review risk practices: FinaMetrica - FT Advisor - May 2012
 Turcan Connell starts psychometric client tests - Citywire.co.uk - May 2012
 Advisers 'should review risk assessment practices' - IFAOnline.co.uk - May 2012
 Risk tolerance stable through all market conditions - Investment Europe - May 2012
 Do Your Clients Invest for the Thrill of It? - Advisor One - April 2012
 Advisers could be misleading clients on risk: FinaMetrica - FT Adviser - Apr 2012
 A testing time for advisory firms - FT Adviser - Apr 2012
 Q: How do you assess a client’s risk tolerance? - FT Adviser - Apr 2012
 Q: What does ‘risk perception’ mean? - FT Adviser - Apr 2012
 Q: What does ‘risk capacity’ mean? - FT Adviser - Apr 2012
 Q: What does ‘risk tolerance’ mean? - FT Adviser - Apr 2012
 How Much Risk Can You Manage? - The Wall Street Journal - Mar 2012
 10 Questions With Noteworthy People - Journal of Financial Planning - Feb 2012
 FinaMetrica Rolls Out Sales Team in UK Push - IFAOnline.co.uk - Feb 2012
 How Ugly Can It Get? Helping Clients Prepare for the Future - Advisor One - Feb 2012
 FinaMetrica Expands Business Development Team in United States - Press Release - Jan 2012
 
2011
 
 Preparing Clients for the Ugly Times: Risk and Return [US] - Advisor One - Dec 2011 [AUS] [UK]
 The Game of Risk - Financial Advisor - Dec 2011
 When a Client Is of Two Minds on Risk - Advisor One - Oct 2011
 Support for FinaMetrica Over Risk Tolerance Plan - FT Adviser - Oct 2011
 Understand Your Appetite for Risk - Interactive Investor - Oct 2011
 Stress-Testing Risk Tolerance - The Wall Street Journal - Oct 2011
 How Financial Planners Can Determine Investment Risk - Money Management - Sep 2011
 Rollercoaster Ride (tables and graphs referenced in article) - FT Adviser - Sep 2011
 Lessons for U.S. Advisors - and Regulators - on Risk, Suitability From Overseas - Advisor One - Aug 2011
 Mars and Venus: Helping Client Couples Resolve Conflicting Risk Tolerances - Advisor One - Jun 2011
 How to Classify Clients Using Psychometrics - IFAOnline.co.uk - Jun 2011
 Is Risk Bad? The Advisor’s Job in Finding the Balance Point for Clients - Advisor One - June 2011
 Chicken or Egg? Risk Tolerance as a Driver of Financial Success - Advisor One - Jun 2011
 Measuring Risk Tolerance - Financial Planning - Jun 2011
 FinaMetrica-Morningstar Link Aims For 'Turnkey' Tool - New Model Adviser - May 2011
 Assessing Risk - Financial Advisor - May 2011
 Risky Business - Financial Planning - May 2011
 Tech Review: Is FinaMetrica worth a look? - IFAOnline.co.uk - Apr 2011
 Increasing Cross Referrals and Profits ... - AICPA Planner Magazine - Mar/Apr 2011
 Voyant/FinaMetrica Alliance Sets New Bar for Quality of Advice - Press Release - Mar 2011
 Linking Risk Tolerance to Portfolio Risk - AICPA Planner Magazine - Jan/Feb 2011
 
Archive
 
 Effective Use of Technology - Financial Planning Journal (India) - Dec 2010
 Measuring Risk Tolerance - AICPA Planner Magazine - Nov/Dec 2010
 Using Psychometrics to Access Risk Tolerance - AICPA Planner Magazine - Sep/Oct 2010
 Assessing Risk Tolerance Scientifically - Financial Planning Journal (India) - Sep 2010
 Managing The Risky Business of Advice - AICPA Planner Magazine - Jul/Aug 2010
 Know Your Limits - Kiplinger - Jan 2010
 Risky Business - Investments & Wealth Monitor - Jan 2010
 Advisors, Client and the Global Financial Crisis - NAPFA Advisor Magazine - Dec 2009
 How Much Risk Can You Stand? - CNNMoney.com - Oct 2009
 Using Technology and Software for Service Delivery - Financial Planning Journal (India) - Sep 2009
 The Three Faces of Risk Tolerance - Inside Information - Aug 2009
 Best Practice in Financial Services - Marie Swift Interviews FinaMetrica Cofounder Geoff Davey - May 2009
 Calculated Risk - IFAOnline - Oct 2005
 Risk-profiling System - Research Magazine - Feb 2005
 Promise of a Good Night's Sleep - Wealth and Retirement Planning - Nov - Dec 2004
 The Profession: SEC and Risk Tolerance - Inside Information - Aug 2004
 Step right up - Bloomberg Wealth Manager - Sep 2002