FinaMetrica Newsletter – April 2017 Edition

FinaMetrica’s April Newsletter provides readers with information on how to deal with the coming market crash, adding value for clients, and clears up misconceptions about risk tolerance in general. This issue also warns advisors that the flashiest software is not always best for giving good advice to clients and that advisors need to be discerning when choosing their tools. And of course, congratulations to FinaMetrica on being recognized by it’s users as the highest ranked risk tolerance assessment tool in the 2017 software survey.

View Newsletter