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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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Due Diligence Checklist For Risk Tolerance Assessment Tools

Due Diligence Checklist For Risk Tolerance Assessment Tools (Re-broadcast)

Wednesday, August 23, 2017
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Find out if your risk profiling assessment tools are fit for purpose, or potentially giving you incorrect information as Paul Resnik guides you through a due-diligence checklist that will test your risk tolerance systems. (First broadcast 27th January 2016)