Wealth industry unprepared for liability shift in new ‘Seller Beware’ rules

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New rules likely to soon pass Australia’s parliament will make financial advisers and product issuers directly liable for ensuring financial products are only sold to suitable customers — shifting responsibility from

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FinaMetrica & AdviserLogic join forces to offer a simple best practice risk profiling solution

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FinaMetrica, the pre-eminent global provider of risk tolerance assessment tools, has announced an integration with AdviserLogic, Australia, provider of cloud based client relationship management (CRM) systems for financial advisors. The

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PlanPlus and FinaMetrica merge

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PlanPlus of Toronto, Canada and FinaMetrica of Sydney, Australia are delighted to announce their merger, effective 1st August 2017. The merged entity is called PlanPlus Global, but the globally recognized

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Financial Express (FE) implements FinaMetrica’s risk profiling technology

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FinaMetrica is pleased to announce the implementation of its risk tolerance score technology for industry leading software and data provider Financial Express (FE). Currently used by thousands of leading financial

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Robo advisers must reach beyond ASIC’s low minimum standards

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Australian robo advisers must reach beyond the limited scope of recently published ASIC RG255 guidance on digital advice. Regulatory Guide 255 about providing digital financial advice leaves many questions about

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Finametrica wins award for Best Risk Profiling Solution at US Family Wealth Report 2016

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FinaMetrica has been crowned ‘Best Risk Profiling Solution’ at the 3rd Family Wealth Report Awards 2016. The independently owned Australian-based business says the award is a much appreciated confirmation that

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Men prefer more risk than dames

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When it comes to investing, women don’t fancy as much risk as their male partners – in just one in six couples will it be the female who is the

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Three Things For Anxious Investors To Know In Market Sell-Off

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FinaMetrica, the global risk and suitability expert, says if you are an investor, there are three key things to think about when share markets sell off to avoid panic selling

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FinaMetrica drives suitability in Macquarie’s new Robo-Adviser

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Macquarie Group has joined forces with FinaMetrica to use its risk profiling software for its new robo-adviser platform, OwnersAdvisory. and Macquarie collaboration enriches the value proposition of both parties. It enables

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Robo revolution is here, 10 dramatic impacts

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A new report from risk profiling specialist FinaMetrica, The Robo Revolution: Robo Advice Market Commentary and Analysis, details 10 dramatic impacts of robo-advisers on the Australian and global financial planning

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