Media Coverage
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
 Are You at Risk? - Advisor CA - Sep 2011
 Seven Money Rules for Retirement - Ottawa Business Journal - Sep 2011
 How Financial Planners Can Determine Investment Risk - Money Management - Sep 2011
 Tools of the Trade - FT Adviser - Sep 2011
 Long-Term Stock Plans Help to Avoid Impulsive Moves - The New York Times - 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
 English Lessons for Australia's Financial Planners - Money Management- Aug 2011
 What's Your Appetite For Risk? - Interactive Investor - Jul 2011
 Platforms Must 'Rationalise' Before RDR Enters - FT Adviser - Jul 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
 Harold Evensky on Steps Needed to Restore Investor Trust - Advisor One - May 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
 Tech Review: How good are attitude to risk questionnaires? - IFAOnline.co.uk - Mar 2011
 Advisors Badly Misjudge Risk Tolerance, Says FinaMetrica - Financial Planning - Mar 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
 Reports of the Death of Risk Tolerance Are Greatly Exaggerated - Money Management - Oct 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
 Falling Markets and Risk Tolerance - Morningstar Advisor - Jun 2009
 Best Practice in Financial Services - Marie Swift Interviews FinaMetrica Cofounder Geoff Davey - May 2009
 Before You Dive In, Do a Gut Check - Oregon Business News - Dec 2008
 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