FinaMetrica data highlights men can handle more risk than women

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When it comes to investing, women are generally less tolerant of risk than men – but the difference is less than you might think, according to FinaMetrica co-founder Paul Resnik,

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SMSF portfolios testing risk tolerance levels

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Self-managed superannuation funds (SMSFs) may be investing in more growth assets and exposing their portfolios to more investment risk than they might be comfortable with, according to investment expert Paul

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FinaMetrica and NBK Private Bank Switzerland collaborate on Robo

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FinaMetrica, a leading global provider of investment suitability tools, announced yesterday it has developed with the NBK Private Bank Switzerland (NBK) a new sophisticated robo advisor for NBK’s private bankers, which

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Australian wealth hits high with property splurge

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Property downturn will hit hard when it comes: experts Australians’ love affair with property and flirtation with shares pushed up their wealth to fresh record highs in the March quarter

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SMSFs devote more to cash, property and shares, super funds drop cash holdings

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Self-managed superannuation fund (SMSFs) assets hit a fresh high of $580.2 billion in the March quarter of 2015, with Australian share holdings jumping to $193.1 billion, while Australia’s total managed

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Finametrica wins risk profiling award at the Wealthbriefing Swiss Awards 2015

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FinaMetrica has won the ‘Best Risk Profiling Solution’ award at the 2nd WealthBriefing Swiss Awards. One of just two firm to be shortlisted in the Risk Profiling category, the triumph is

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Safer sex: women prefer less financial risk than men

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When it comes to investing, women are generally less tolerant of risk than men, and in just one in six couples will it be the female who is the bigger

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SMSF asset allocation exposes funds to big risks

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Self-managed superannuation fund (SMSFs) assets jumped almost $10 billion to $553.7 billion over the December quarter of 2014, according to data from the Australian Taxation Office (ATO), with Australian assets

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SMSFs vulnerable as offshore diversification is ignored

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Assets held by self-managed superannuation funds (SMSFs) increased marginally over the September quarter to $544.4 billion, according to data from the Australian Taxation Office (ATO), with most of that held

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“High risk” advisers need to act now to elevate consumer needs

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FinaMetrica has welcomed the Australian Securities & Investment Commission’s (ASIC) inaugural Strategic Outlook, in which it has identified financial advisers as a “high risk area” for consumers. ASIC will target

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