Getting Clients to Share Their Secrets
Clients are notorious for withholding information — and assets — from their financial advisors. FinaMetrica gets them to let their guard down.
Does Risk Tolerance Merely Track the Market?
Do risk tolerance scores plummet in a crisis, then rise as the market recovers as many advisors perhaps think? A new study has the answer.
10 Building Blocks for a Great Financial Planning Practice
From a FinaMetrica co-founder, here's one of the 10: Never treat couples as one entity. Respect for individuality is the heart of great financial advice.
FinaMetrica’s Got Research: Assessing Risk Tolerance
Geoff Davey, co-founder of Sydney, Australia-based FinaMetrica, has been traveling the globe for the past month, and, after the FPA's conference in Denver, will trek back home to Sydney.
Retirement Planning: FinaMetrica's Davey Talks of Risk Profiling for Clients
Can scientific risk profiling help you manage wealth for your clients? For investment advisors--who, as fiduciaries, are used to a process-driven approach--a system for profiling...
FinaMetrica's Davey Talks of Risk Profiling for Clients
Geoff Davey, co-founder of Sydney, Australia-based FinaMetrica, spoke about how to use psychometrics to measure client attitudes toward risk, at the fi360 National Conference in May.
For many clients, the years prior to 2007 were very good. Portfolio returns were pleasing and they didn't have to pay much attention to their...