Moshe Milevsky on Human Capital, Assessing Risk, and the Future of Variable Annuities

Schulaka, Carly
November 2009
Journal of Financial Planning;Nov2009, Vol. 22 Issue 11, p18
Academic Journal
An interview with Moshe Milevsky, associate professor of finance at York University's Schulich School of Business, is presented. He notes that questions on product allocation require different thinking. Milevsky mentions that financial planners should focus to client's human capital because it is the most valuable asset. He recommends that financial adviser should be segmenting an individual's needs into absolute must-haves and income above that would be nice to obtain.


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