All Articles tagged with 'Paul Resnik'

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FinaMetrica and NBK Private Bank Switzerland collaborate on Robo

From FinaMetrica

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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16 Sep 2015

Australian wealth hits high with property splurge

From FinaMetrica

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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26 Jun 2015

Finametrica wins risk profiling award at the Wealthbriefing Swiss Awards 2015

From FinaMetrica

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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02 Apr 2015

Safer sex: women prefer less financial risk than men

From FinaMetrica

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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06 Mar 2015

SMSF asset allocation exposes funds to big risks

From FinaMetrica

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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03 Mar 2015

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

From FinaMetrica

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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14 Nov 2014

SMSF asset allocations a cause for worry? Downturn will hit hard when it comes

From FinaMetrica

Self-managed superannuation funds’ (SMSFs) investment exposures at the end of the June quarter reveal high equity concentration risks, which leave many retirees vulnerable to an Australian share market downturn, according to

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17 Sep 2014

Software investment hits record $3.26 billion

From FinaMetrica

Australian businesses invested a record $3.26 billion in software in the second quarter of 2014, reflecting the rising importance of information technology to the economy overall and to the financial

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05 Sep 2014

Senate report doesn’t go far enough to protect consumers

From FinaMetrica

Australian investors have inferior protection from poor investment advice compared to their peers around the world. That situation won’t change any time soon, despite the findings of a Senate report

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04 Jul 2014

Earn CPD Points

CPD: The Two-Chapter retirement – a framework for understanding retiree psychology
Introduction Why do financially secure retirees still hesitate to spend, or commit to strategies that would clearly improve their outcomes? This article sets out the Two-Chapter Retirement framework, a new [...]
CPD: China’s next phase – what persistent supply-side growth means for global markets
China’s economic trajectory is shifting, but not in the way many had once expected. Consumption-led rebalancing has not materialised. Instead, economic policy continues to emphasise industrial modernisation, aligned with a [...]
CPD: Ethics and client best interests
In financial advice, acting in a client’s best interest isn’t just a regulatory rule, it’s the foundation of a trusting, successful partnership. This article, proudly sponsored by GSFM, examines the [...]
CPD: Capitalising on global growth in the decarbonisation era
Few themes rival the scale, urgency and long-term significance of climate change. Consequently, regions, countries, companies and individuals are taking positive action to decarbonise the planet and work toward net [...]
CPD: Decoding the compliance signals within AFCA’s Lead Decisions
Introduction In February 2026, the Australian Financial Complaints Authority (AFCA), reached a significant milestone when it issued its 1,000th Dixon Advisory determination[1]. Up until that point, this represented the single [...]