FinaMetrica

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  FinaMetrica’s Got Research: Assessing Risk Tolerance

  By Kathleen McBride, AdvisorOne  |  October 11, 2010

  Geoff Davey, co-founder of Sydney, Australia-based FinaMetrica, has been traveling the globe for the past month, and, after the FPA's conference in Denver, will trek back home to Sydney.

• Retirement Planning: FinaMetrica's Davey Talks of Risk Profiling for Clients

  By Kathleen McBride, AdvisorOne  |  September 1, 2010

  Can scientific risk profiling help you manage wealth for your clients? For investment advisors--who, as fiduciaries, are used to a process-driven approach--a system for profiling...

• FinaMetrica's Davey Talks of Risk Profiling for Clients

  By Kathleen McBride, AdvisorOne  |  July 28, 2010

  Geoff Davey, co-founder of Sydney, Australia-based FinaMetrica, spoke about how to use psychometrics to measure client attitudes toward risk, at the fi360 National Conference in May.

• Rethinking Risk

  By Marie Swift  |  March 1, 2009

  For many clients, the years prior to 2007 were very good. Portfolio returns were pleasing and they didn't have to pay much attention to their...