Two useful comprehensive reviews, one of FinaMetrica itself and the other in comparison to alternative solutions. Shawn Brayman's perspective on 'Debt Policy Statements' is also worthy of reading. Geoff Davey's commentary on the risk tolerance of advisers versus clients is a warning to all involved in advising to be aware of their own prejudices. |
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FinaMetrica Rated as the "Gold Standard"Risk tolerance tests available in the US were reviewed by two academic experts in the current edition of Financial Planning magazine. The FinaMetrica test was described as the "gold standard". For the full article click here. |
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IFA Magazine's Mark Loosemore Technical Review of FinaMetricaThe UK's ifaonline magazine presents Mark Loosemore's technical review of the FinaMetrica risk profiling system, click here. |
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Introducing the 'Debt Policy Statement'The financial planning principles of debt management have been fairly well understood and articulated for many years. Unfortunately, these principles do not always align with the business reality of firms that sell lending products and want consumers to borrow more ... more. |
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Advisers Should be Aware of Their Own Risk TolerancesFinaMetrica cofounder Geoff Davey writes about the dangers arising from advisers being significantly more risk tolerant than their clients in Financial Advisor magazine, click here. |
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FSA Audit FeedbackThe FSA's recent risk suitability guidelines reported that of 366 cases found since August 2008 not to have met FSA suitability requirements, "199 cases did so because the investment selection did not meet the customer's ‘attitude to risk’". FinaMetrica asked our subscribers whether they had been audited and if so were there any comments made regarding their use of FinaMetrica. See their comments ... |
For some great information and free reports, visit us at www.riskprofiling.com. | |
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