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Giving Financial Advice is a Collaboration

‘Why?’ is a question that few financial advisors used to hear. Their role was to be an expert oracle, who presented a recommendation that was seldom, if ever, questioned — or explained. The advisor simply told the client what they should do, and the client did it. Those days are over. Today, people want to…

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Suitability in Singapore

The Singapore regulator of private banks recently conducted a two-year review of compliance with its suitability rules, finding that there is significant room for improvement. Singapore’s private banks are expected to: Have controls and checks in place to prevent inappropriate advice and product sales Update clients’ risk-profiles and financial needs regularly Implement checks to identify…

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FinaMetrica Wins Wealth Briefing Award Swiss 2020

FinaMetrica has been crowned ‘Best Risk Profiling Solution’ at the 7th WealthBriefing Swiss Awards 2020. Showcasing ‘best of breed’ providers in the global private banking, wealth management and trusted advisor communities, the awards were designed to recognise companies, teams and individuals which the prestigious panel of judges deemed to have ‘demonstrated innovation and excellence during…

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The Perils of Low Risk Literacy

Financial advisors spend a lot of time explaining risk to the clients. But often those explanations are not understood, because clients don’t understand how to understand and respond to probabilistic risks.  Risk literacy is a serious issue for advisors, as the client’s ability to properly consent to a financial plan hinges on their ability to…

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Watch Out For These Five Investor Behaviours

Behavioural economics has revealed many ways that investors — and investment advisors — can make mistakes or be fooled by things that are not what they seem. These are just five of a long list of biases and errors that can undermine our best intent. These behaviours are summarised from the work of Nobel Prize winning…

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