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FinaMetrica

Economics / Markets

Should we replace IMA sectors altogether?

Should we replace IMA sectors altogether?

clock 04 August 2014 • 3 min read

Pensions

Budget 2014: What Oz can teach us about trusting the public with pensions

What Australia can teach us about trusting the public with pensions

clock 21 March 2014 •

Managed solutions

'Investment advice is now three steps': The evolution of portfolio construction

BIT BY BIT

clock 21 November 2013 •

Managed solutions

Thomas Miller launches model portfolio service

Thomas Miller Investment has launched a low cost model portfolio service to be offered through financial advisers.

clock 29 May 2013 •

Adviser tips

Fifteen common risk profiling mistakes (and how to avoid them)

CTRL+ALT=DEL?

clock 30 August 2012 •

RDR

'Australian RDR' passed by parliament

A bill in Australia widely seen to mirror the UK's Retail Distribution Review has been passed by its parliament - albeit in a watered down form.

clock 23 March 2012 •

Tools

Finametrica rolls out sales team in UK push

Risk-profiler FinaMetrica is to set up a UK-based sales team in a bid to grow its customer base.

clock 27 February 2012 •

Technology

Beyond attitude-to-risk

Mark Loosmore of IRESS surveys the new attitude-to-risk (ATR) tools deployed in the wake of the FSA’s suitability guidance.

clock 16 February 2012 •
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