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April 2017

FinaMetrica Is Top Ranked Risk Tolerance Tool

Welcome to our April newsletter. In this edition, we clear up some misconceptions about risk tolerance, discuss how to deal with the coming market crash and consider how much value advisors add for clients. We are also humbled to have been recognised by our users as the highest ranked risk tolerance assessment tool in the 2017 software survey.


FinaMetrica Is Top Ranked Risk Tolerance Tool


We are humbled to have been recognised by our users as the highest ranked risk tolerance assessment tool in the 2017 software survey. This important survey measures user satisfaction with software used in financial planning and investment advising. See page 14 for the story on risk tolerance tests. More...
 

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Advisors Add 4% Value For Clients


According to Russell Investments, a financial advisor adds more than 4% value a year for their clients! Their calculation takes into account the advisors role in rebalancing portfolios, preventing typical behavioural mistakes and other factors - read more about the methodology here.
 

How To Deal With The Coming Crash

The next market crash is coming, but advisors can prepare their clients so they keep their cool and remain invested. This podcast explains how to frame and manage clients' expectations of market volatility.
 

Why Fintech Tools Are Like Fishing Lures


The flashiest lures are not always best for catching fish - just as the flashiest software is not always best for giving good advice to clients. This 'folksy' tale explains why advisors need be discerning when choosing their tools. More...