‘Launched at very relevant time’
Adviser tech review
Available to FinaMetrica subscribers
Speaking at PA360
One day to go …
All-day event on 24 April
951,171 ‘unsuitable advice’ complaints
FinaMetrica co-founder Davey exits
Looking to create a common risk language
The rise of robo-advice has been described as the "most significant development in the delivery of financial advice in the last 30 years", but how exactly might it affect traditional advice? FinaMetrica has produced a list of ten possibles...
'Perpetual thorn' in advisers' side could also sting robos, report suggests
Risk profiling software developer FinaMetrica has launched a robo-advice toolkit targeting investors with under £100,000 to invest.
Why resistance is futile
Wealth manager Towry has signed a deal with risk profiling software developer FinaMetrica, which will see the firm's risk tolerance software rolled out across Towry's financial planning and investment processes.
Risk profiling software provider FinaMetrica has launched a shorter version of its risk tolerance test for advised clients with ‘single goal' investment needs or smaller amounts to invest.
Rock and Resnik: What experts say when asked to 'Keep it Real'
So, what does a suitable portfolio recommendation look like?
The five steps to 'common sense' suitable advice
The questions that can skew a risk tolerance reading
Should we replace IMA sectors altogether?
What Australia can teach us about trusting the public with pensions
Thomas Miller Investment has launched a low cost model portfolio service to be offered through financial advisers.