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FinaMetrica and PlanPlus merge!

In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Moving Toward a Consistent Language of Risk

If you're working with money and investments you regularly talk or write about risk? The language of risk has always been slippery. Ambiguity leads to uncertainly and undermines confidence. So we've gone back to basics to define 79 risk terms. It's been written to help bring a little more consistency to your communication.

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You will be presented with download links (below the picture) upon successful submission.