FinaMetrica

Managed solutions

Aegon launches risk-managed portfolios across platforms

‘Launched at very relevant time’

clock 23 July 2020 • 2 min read

Ratings, Research & Risk

Adam Higgs: What should you look for in a risk-profiling tool?

Adviser tech review

clock 18 March 2019 • 4 min read

Technology

FinaMetrica integrates risk-profiler with Intelliflo 'iO' software

Available to FinaMetrica subscribers

clock 21 May 2018 • 1 min read

Investment

Paul Resnik: A better way to measure risk tolerance? Don't bet on it

PA360 revisited

clock 02 May 2018 • 7 min read

Charging

PA360: Why IFAs must get intimate with clients - Paul Resnik

Speaking at PA360

clock 24 April 2018 • 2 min read

Your profession

Countdown to PA360: Hear Paul Resnik on 24 April

One day to go …

clock 23 April 2018 • 1 min read

Your profession

Brocklebank and Romer-Lee to debate active/passive at PA360

All-day event on 24 April

clock 10 April 2018 • 2 min read

Your profession

Robust suitability process best way to ensure client trust - Finametrica

951,171 ‘unsuitable advice’ complaints

clock 02 November 2017 • 1 min read

Technology

FinaMetrica merges with Canadian financial planning software provider

FinaMetrica co-founder Davey exits

clock 07 August 2017 • 1 min read

Investment

FinaMetrica calls for global 'lexicon of financial risk'

Looking to create a common risk language

clock 06 October 2016 • 2 min read