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Financial Planning Conversations

Financial Planning Conversations is a podcast about good financial advice and investment suitability. It is brought to you by FinaMetrica - a global leader in investment suitability and risk tolerance... Read more

Ranked #1

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The Behaviour Of Individual Investors (Re-Broadcast)

The Behaviour Of Individual Investors (Re-Broadcast)

Individual investors make common mistakes that cause them to buy the wrong stocks, trade them too often and underperform... Read more

4 Oct 2017

22mins

Ranked #2

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Risk Tolerance Shootout - What We Learn

Risk Tolerance Shootout - What We Learn

Comparative reviews of risk tolerance tests in the UK and US show that FinaMetrica is a clear 'best-of-breed' choice, wi... Read more

20 Sep 2017

20mins

Ranked #3

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Five Trends Driving Financial Advice in 2018

Five Trends Driving Financial Advice in 2018

Competition, automated advice and increasing professional standards are among the trends driving your advice business in... Read more

13 Dec 2017

25mins

Ranked #4

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Busting 10 Myths About Risk Tolerance

Busting 10 Myths About Risk Tolerance

Many people think they understand risk tolerance, but often they have fallen prey to one of the 10 myths that stalk this... Read more

29 Nov 2017

23mins

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Ranked #5

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Can a Robo Advisor Be Trustworthy?

Can a Robo Advisor Be Trustworthy?

The biggest drivers of trust in financial advisors are relationship factors, such as advocating for the client and actin... Read more

15 Nov 2017

23mins

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