TITLE

CLIENT TOLERANCE FOR RISK SHAKEN AND STIRRED

PUB. DATE
March 2009
SOURCE
Journal of Financial Planning;Mar/Apr2009 Practice Management, p17
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article discusses a survey of financial advisers which asked whether client reactions to the financial crisis did not match the client risk tolerance questionnaires content for the clients in question. Topics include the percent of advisers that felt that the manner in which client risk level is measured ought to be changed.
ACCESSION #
37007725

 

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