Breaking Through: The State of the Risk Tolerance Conversation

Holton, Lisa
April 2011
Journal of Financial Planning;Apr2011, Vol. 24 Issue 4, p20
Academic Journal
The article discusses the views of several financial planners in the U.S. regarding their actions on the risk tolerance of their clients. Michael Kitces, director of research at Pinnacle Financial Group, believes that financial professionals and their clients have no problem related to the issue. A. Raymond Benton, a partner at Lincoln Financial Advisors Corp., notes the relevance of long-term relationship on development of risk tolerance among clients. Meanwhile, FinaMetrica co-founder Geoff Davey mentions the significance of education on guiding customers toward achievable expectations.


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