TITLE

How far are they willing to go?

AUTHOR(S)
NAPOLITANO, JOHN P.
PUB. DATE
May 2013
SOURCE
Accounting Today;May2013, Vol. 27 Issue 5, p26
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article discusses how financial planners can effectively gauge their clients' risk tolerance. Traditionally, investment firms use the client risk tolerance questionnaire as a measurement method. Included in the survey are important facts that are quantitative in nature: age, composition of asset base, and a summary of income and expenses. The incorporation of volatility management into the asset management process as a method for dealing with risk tolerance is proposed.
ACCESSION #
87632701

 

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