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                     FinaMetrica Newsletter

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Current Edition
 

March 13 - Updated Risk and Much More ...
We have consolidated subscriber feedback into the new, updated Risk and Return Guide - more nuanced matching to risk scores and several new investment histories to share. A selected range of articles to stimulate further thinking including a court warning that couples are not financial planning entities.
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Archive

 

December 12 - Seasons Greetings, Critical Look at Black Swan, Crafting Sound Bites and Much More ...
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November 12 - The Validity and Reliability of Risk Tolerance Questionnaires, Active Investment Management and Much More ...
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August 12 - A System Update, Our Cofounders Visit US/Canada, Understanding Client Risk Behaviour and Much More ...
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July 12 - Risk Profiling: Art and Science - An Important New White Paper and much more ...
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April 12 - The stability of risk tolerance, encouraging client participation and much more ...
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March 12 - Better management of clients' expectations, a new alliance and much more ...
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January 12 - US appointments, new tool and much more ...
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December 11 - Framework for Matching Portfolios to the Needs of Clients
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October 11 - Two Useful Reminders That Nothing We Know is Cast in Stone
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September 11 - Complaints Regulation and Framing Expectations
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August 11 - Explaining Volatility in Difficult Times
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July 11 - Risk Tolerance Regulation, Research and Practice
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June 11 - Emerging Trends, New Blog and Using Psychology in the Advice Process
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May 11 - News and Views
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