The aim of his visit will be to explore how players in the manufacture and distribution of investment products are managing the new processes imposed by the RDR and the FSA’s Suitability Guidance.
During his time in the UK, he will be speaking at a number of presentations around the UK including sessions with Voyant and Nucleus.
The workshops on suitability will take from 28 February to 9 March in Bristol, London, Leeds, Manchester, Glasgow and Belfast.
He will also be speaking on Investment Suitability at the Aberdeen Adviser Intelligence sessions, in association with the Institute of Financial Planning, which take place at the end of March in Birmingham, Manchester, London and Southampton.
Mr Resnik is the co-founder of risk-profiling software Finametrica which was set up in 1998. The service has now over 3,000 subscribers in 17 different countries.
He also has over 40 years experience in the financial services industry including setting up Financial Planning, funds management and life insurance businesses for Norwich Union and Bankers Trust in Australia.