Feedback from advisers across the globe has shaped the latest version of FinaMetrica's latest risk-profiling tool, the group's head has said.
The company has enhanced its risk tolerance report and supporting materials following feedback from 5,000 financial advisers based mainly in the UK, US and Australia. "Advisers asked us for more refined reporting and greater clarity to enable deeper exploration of individual differences," director and co-founder Paul Resnik said. "Conversations with clients will now be easier to initiate and provide richer insights into each client's unique risk attitudes." Key features of FinaMetrica 2.0: • New scoring algorithms reflect the score is now ‘normed' to advisers' clients • UK spe...
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