What don’t we know about the financial instruments that our clients are invested in? Have any delivered any nasty surprises in the current market? Or have they behaved as anticipated? This is not a question of absolute market performance — rather, it is asking if the product has displayed the characteristics and behaviors that it…

We are all in this together We recognize this can be a stressful time for many people and we wish you and your family both health and safety as we all learn to cope with difficulties that none of us could foresee. In recent weeks, we’ve seen the human and economic effects of COVID-19, but…

It has never been a more important time to be a financial advisor. Your clients are likely fearful and confused, while some are facing dramatic changes to their financial circumstances. They need you now – and you have the tools, training and experience to help. The economic fallout of the coronavirus is far-reaching, and plans…

Your clients are living through wild market gyrations and uncertain times. For most, their risk tolerance won’t have changed. However, their risk capacity may well have changed, so it’s a good time update their overall risk profile. FinaMetrica has been measuring financial risk tolerance all around the world for more than 20 years, with around…

Many clients will be scared and confused by the events of the past six weeks. In mid-February, global markets were poised to hit record highs. But by the end of March they’d experienced one of the quickest and steepest drops in modern memory. It’s been a wild ride. With so much bad news investors can…