A Comparison of Risk Tolerance Products

Tuesday, 28 April 2020

Bear markets beget portfolio losses, unhappy clients and, sadly, lawsuits against advisors. If you relied on any of the popular risk tolerance products to construct that portfolio, here’s how you are likely to fare under the careful scrutiny of an arbitrator.

Read how FinaMetrica and the SuitabilityPro features built around it scored a A+ “defensibility in arbitration” score.

Download the PDF