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Showing 1 - 9 of 9 results for "Paul Resnik"

AdviserLogic signs with global risk profiling giant

KANIKA SOOD  |  FRIDAY, 9 MAR 2018
... advisors and advisory networks seeking a valid, reliable and defensible suitability process,'' FinaMetrica co-founder Paul Resnik said. The twenty-year-old FinaMetrica Risk Tolerance Toolkit was developed with University of New South Wales and is now ...

FinaMetrica merges with global software provider

JAMIE WILLIAMSON  |  TUESDAY, 8 AUG 2017
... personal financial risk tolerance measurement tools from FinaMetrica. As a result of the merger, Finametrica co-founder Paul Resnik is now PlanPlus Global director of global markets, while fellow co-founder Geoff Davey has left the business, having already ...

FinaMetrica partners for risk profiling

KERRIE SYDEE  |  MONDAY, 28 NOV 2016
... is a particular portfolio fits within the client's risk tolerance comfort zone. FinaMetrica co-founder and director Paul Resnik said: "There is a growing body of evidence to suggest that investors with unframed risk and investment expectations run underperforming ...

Robo-advice to drive down advice fees

ALEX BURKE  |  THURSDAY, 26 NOV 2015
... proliferation of robo-advice services will likely drive down financial advice fees in general, FinaMetrica co-founder Paul Resnik warned. Drawing from FinaMetrica's latest report, The Robo Revolution: Robo-Advice Market Commentary and Analysis, Resnik ...

FinaMetrica in robo advice deal with Swiss private bank

LAURA MILLAN  |  TUESDAY, 15 SEP 2015
... The end scores are mapped to a suite of international multi-asset portfolios. FinaMetrica co-founder and director Paul Resnik said the robo advisor tool was developed to deliver suitable financial advice for NBK's clients. "We are convinced that robo ...

SMSFs need more investment diversity: FinaMetrica

DARREN SNYDER  |  MONDAY, 1 JUN 2015
... in the March quarter and cash and term deposits up 1% to $157.4 billion, a new record. Co-founder of FinaMetrica, Paul Resnik, said SMSFs now account for about 30% of Australia's $2 trillion superannuation pool and continued growth is posing more danger. ...

Safer sex? Women take less risk than men

MARK SMITH  |  THURSDAY, 15 MAY 2014
... otherwise problems could arise in the adviser relationship, as well as the marital relationship," FinaMetrica co-founder Paul Resnik said. "In the next market fall, the financial adviser could end up in hot water with both the lower risk tolerant partner ...

FinaMetrica rides regulatory wave

MICHAEL HOBBS  |  TUESDAY, 19 JAN 2010
... Australian-based FinaMetrica, a firm that provides financial advisers with a tool to assess their clients' risk tolerance. Paul Resnik, chief executive at FinaMetrica, said regulatory changes including the introduction of the Treat Customers Fairly (TCF) ...

Boomers can be choosers

Investment product design expert Paul Resnik has urged financial planners to abandon traditional methods of providing financial advice if they want to establish a meaningful relationship with their clients. Speaking at the Rainmaker Marketing Symposium ...
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