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.
Lessons From Down Under
The United States and Australia share many similarities. Both nations began their histories as colonial possessions of the British Empire and despite attracting immigrants from...
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...