PODCAST
Geoff Davey Continues the Risk Tolerance Conversation
Tune in for more insights from this month’s “10 Questions” interviewee, Geoff Davey of FinaMetrica, at www.FPAnet.org/Journal/Home/PodcastPage. Davey expands on his thoughts about how a fiduciary standard plays into gauging risk as well as his most important discoveries from poring over risk tolerance data for more than a decade.
ONLINE ARCHIVES
Seek and You Shall Find … Three Decades of Journal Articles
If you think you know the Journal archives in and out after countless searches performed over the years, think again. FPA staff revamped the archives to make searches quicker and easier and results more accurate and comprehensive. FPA members, give it a spin today at www.FPAnet.org/Journal/Archives.
ONLINE COMMUNITY
Connect with Your Colleagues About Developments in Life Planning
After reading Lewis Walker’s comments in this issue’s inaugural “Life Planning” column, continue the discussion online at FPA Connect. The Life Planning community on FPA Connect consists of financial professionals who view their role as going beyond writing financial plans and recommending financial products to get more deeply involved with their clients’ life goals, values, and aspirations. Find out more at Connect.FPAnet.org.
ONLINE REPORT
Get a Handle on Portfolio Rebalancing Technology Options
The seventh report in the FPA-ActiFi Adviser Technology Series, this one on portfolio rebalancing, includes an in-depth analysis of eight rebalancing solutions including pricing, functionality, and more. FPA members can download this report and the others in the series, including studies into CRM and document management, for free at www.FPAnet.org/AdviserTechnologySeries.
