Clients Know More About Poker Than Asset Allocation…

February 2006
Journal of Financial Planning;Feb2006, Vol. 19 Issue 2, p14
Academic Journal
The article reports on the results of a survey conducted by AllianceBernstein Investment Research and Management Inc. on the views of financial planners on asset allocation. It is revealed that investment advisors believe that the right asset allocation plan would have boosted the typical investor's return. A large percentage of investment advisors believe asset allocation and rebalancing are more important than individual investment selection. It is noted that 77 percent of respondents report that it is difficult to get clients to stick to an asset allocation plan when the markets are moving strongly up or down.


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