Risk profiler ties up deal for 100 advisers
- Thursday, 08 March 2018
- Articles
A risk profile firm has shaken hands on a five year deal to provide its tools to more than 100 advisers.
Read more...FinaMetrica launches new version of risk profiling tool
- Wednesday, 28 February 2018
- Articles
A new version of FinaMetrica, the popular risk-profiling tool for Financial Planners, has been released.
Read more...Risk tool to help planners with new suitability rules
- Friday, 02 February 2018
- Articles
Dynamic Planner has unveiled its new risk profiling process aimed at helping Financial Planners address Mifid II requirements on suitability.
Read more...Risk profile tool provider reveals new upgrades
- Monday, 13 February 2017
- Articles
A risk profile tool provider has revealed enhancements for its software.
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