3 Things Advisors Can Do to Help Clients Avoid Panic
When the market has a bad day, managing clients' emotions is half the battle. Make a plan to prevent panic in the first place.
Social Security at 80: 8 Savings Strategies to Share With Clients
Whatever happens to Social Security, it's more important than ever to use all the savings strategies at your disposal.
FinaMetrica, Redtail Announce Tech Integration
FinaMetrica announced on Wednesday that it is integrating with Redtail Technology to offer FinaMetrica’s risk tolerance scores in the Redtail CRM.
Riskalyze Wants to Give Your Clients Its Number
The firm's "risk number" methodology to determine client risk tolerance now has an independent study to back it up.
Top Portfolio Products: RS Investments Launches 2 Alt Funds
Arrow rolls out market-factor ETF, while Deutsche adds three hedged fixed-income funds.
4 Cool Tech Tools Launched at T3
“If you can find your spouse online, you can probably find your advisor,” Schwab's Neesha Hathi said at the T3 conference.
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.