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Articles tagged "FinaMetrica"


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Jeff Schwantz: Traditional risk profiling is typically inadequate.

Morningstar stomps into the 'risk score' game with big weapons, miniscule market share and 'love' from Aaron Klein

The Chicago manager of $244 billion -- and ratings whiz -- will de-nerdify FinaMetrica, use portfolio-side data and push out risk software to 180,000 desktops-- all for free

August 3, 2021 at 2:40 AM

Fred Reish: You need the data in your file.

DOL fiduciary rule's upcoming September surprise'll send brokers memo-izing -- or else -- says Fred Reish in Nashville to a spellbound room

The Drinker Biddle attorney's invariably even tone gained inflection as he spoke of how brokers can only invoke BICE exemptions to go off DOL script by zealous, proactive documentation

May 25, 2017 at 7:53 PM

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