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FinaMetrica Risk Profiling
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Risk Tolerance Experts
Risk Tolerance Experts

128 followers
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New rules that will make financial advisors and product issuers directly liable for ensuring financial products are only sold to suitable customers. https://hubs.ly/H0fK6qw0
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Advisors have been warned they are facing a crackdown on product governance rules in 2019 and have been urged to make sure they comply with the regime. https://hubs.ly/H0fK6pS0
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An investor’s risk attitude is a stable characteristic, like a personality trait, but risk-taking behavior can change based on the investor’s age, recent market events, and life experiences. https://hubs.ly/H0fK6Ll0
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A new survey has revealed that 60% of Australians want to have their situation understood by their financial advisor. https://hubs.ly/H0fK6Ng0
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Gambles or lotteries are one means of assessing risk tolerance. However, in real-life this technique suffers from several shortcomings https://hubs.ly/H0fK6p20
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Suitability standards bring 'soft skills', to the foreground. Advisors must 'know the client' like never before, including insights into their financial personality and behaviours: https://hubs.ly/H0fK6nQ0
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Cazenove Capital Model Portfolio Service is now mapped to the FinaMetrica risk tolerance scores: https://hubs.ly/H0fFkMh0
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FinaMetrica is powerful tool that goes far beyond the risk tolerance test. See how risk tolerance relates to investment decisions to have critically conversations with clients. Webinar: 30 November 10am AUS https://hubs.ly/H0fCplR0
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Come say g'day and meet us at the Personal Finance Society's 2018 Financial Planning Symposiums London - 22-23 November
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