Five Trends Driving Financial Advice in 2018
Competition, automated advice and increasing professional standards are among the trends driving your advice business in 2018.
Financial Planning Conversations
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About
Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance assessment tools. For more information on how FinaMetrica can help grow your business go to www.riskprofiling.com. You can contact Paul directly: Email: paul.resnik@finametrica.com Twitter: @paulresnik
Busting 10 Myths About Risk Tolerance
Many people think they understand risk tolerance, but often they have fallen prey to one of the 10 myths that stalk this frequently misunderstood area...
Can a Robo Advisor Be Trustworthy?
The biggest drivers of trust in financial advisors are relationship factors, such as advocating for the client and acting in their best interest. So, ...
Why People Trust Financial Advisors
What creates trust between financial advisors and their clients? What can damage that trust? And why does trust matter anyway? This podcast has the an...
Investment Suitability Workshop Preview - London Nov 1
Investment suitability is emerging as a critical issue for financial advice firms. This podcast previews a workshop being held in London on 1 November...
The Behaviour Of Individual Investors (Re-Broadcast)
Individual investors make common mistakes that cause them to buy the wrong stocks, trade them too often and underperform the index benchmarks.(First b...
Risk Tolerance Shootout - What We Learn
Comparative reviews of risk tolerance tests in the UK and US show that FinaMetrica is a clear 'best-of-breed' choice, with a solid scientific base and...
Making Client Experience Your Competitive Advantage (Re-broadcast)
Up to US$200 billion in asset management fees are up for grabs according to a new report from EY, which argues those delivering a superior client expe...
Due Diligence Checklist For Risk Tolerance Assessment Tools (Re-Broadcast)
Find out if your risk profiling assessment tools are fit for purpose, or potentially giving you incorrect information as Paul Resnik guides you throug...
What Does Investment Suitability Look Like?
Investment suitability is often not a clear-cut concept, with no agreed definitions and a lot of subjective judgements brought to bear. This podcast e...