Showing posts with label ron lieber. Show all posts
Showing posts with label ron lieber. Show all posts

Friday, September 23, 2011

Geoff Davey says regulators turning an eye toward risk tolerance and suitability of investments

Geoff Davey, co-founder of Finametrica, an international company that offers a cloud-based psychometric risk tolerance assessment tool to financial advisors and savvy investors, sounded the alarm for financial advisors while at the FPA National Conference in San Diego, on September 16, 2011: regulators will be turning an eye toward client's investments and suitability regarding risk tolerance.

Hear his words of caution and advice in this 2 minute video clip.

Ron Lieber talks about the greatest challenge facing middle-market consumers today at FPA Experience 2011

While at the FPA National Conference in San Diego, on September 16, 2011, New York Times columnist and Bucks Blog author Ron Lieber shared his thoughts about the biggest challenge, as he sees it, facing middle-market consumers today: finding independent, objective financial planning and advice -- with terms they can live with and service they can afford.

Hear the challenge he issues to the financial planning community in this 2 minute video clip.