Similar Articles

Browse Main Topics:

Business
Computers & Electronics
Education & Reference
Entertainment & Leisure
Family & Home
Finance & Investment
Health
Internet
Pets & Animals
Science & Technology
Society, Politics & Culture
Sports & Recreation

Similar Articles

On Wall Street October 1, 2013 Brad Klontz	Determining a Client's Real Risk Tolerance What you don t know about your client's risk tolerance can hurt you both.
Investment Advisor November 2009 Olivia Mellan	Cover Story: Reassessing Risk Clients who are too conservative need to be educated that they have only traded investment risk for inflation risk.
Investment Advisor August 2009 Geoff Davey	Soapbox: Ducking (Swanning?) for Cover Many advisors' fail to accurately assess a client's risk tolerance and build portfolios that are consistent with that risk tolerance.
Financial Advisor December 2011 Mary Rowland	The Game Of Risk Men, women and advisors see risk differently.
Financial Planning May 1, 2011 Britt & Grable	Risky Business Since many financial advisors tend to think their interview skills and experience are all they need to judge clients' risk tolerance, few are inclined to use formal assessment tools.
Financial Planning September 1, 2010 Geoff Davey	Investors and the Bear Bear markets are the greatest cause of angst for advisors and their clients. In a bear market, what clients previously thought of as a remote risk becomes reality and may trigger a complete crisis of confidence in the advisor's competence.
Financial Advisor October 2004 David L. Lawrence	Practice Efficiency Explored Integrating risk profiling systems efficiently with your financial practice operations.
Investment Advisor September 2010 Kathleen M. McBride	Retirement Planning: FinaMetrica's Davey Talks of Risk Profiling for Clients Can psychometric risk assessments help clients stay with the program through turbulent times?
Financial Planning June 1, 2011 Temma Ehrenfeld	Measuring Risk Tolerance Geoff Davey has been a systems engineer for IBM and a stay-at-home single parent. Along the way, he also built one of the first financial planning practices in Australia.
Investment Advisor November 2009 Olivia Mellan	One B/D's Take on Assessing Risk Advisors should develop a risk score for clients after discussing risk tolerance, goals, behavior, and investment knowledge with them.
Financial Advisor May 2008 Mitch Anthony	Risky Business How can you accurately determine the amount of risk tolerance a client has when you're asking him to tell you how he will react to an event that hasn't happened yet?
Investment Advisor September 2009 Mike Patton	Way Up The author describes the eight-step process he uses in managing money for his clients. It's worked out pretty well in a difficult environment.
Financial Advisor September 2005 William H. Overgard	The Cornerstone Of The Business Any successful financial adviser knows that trust is what drives the relationship with the investor and ultimately the success of the fee-based advisory business.
Financial Planning May 1, 2011 Andrew Rudd	First and Goal Financial advisors who want to thrive going forward should consider building client retirement portfolios capable of funding each investor's essential retirement goals, regardless of how the markets behave at any given time.
The Motley Fool October 12, 2009 Dan Caplinger	This Risk Will Come Back to Bite You Overdoing risk in your investing can really cost you.
The Motley Fool June 15, 2006 Dan Caplinger	Investor, Know Thyself The best time to assess your risk tolerance is when the markets force you to tolerate risk.
Financial Planning May 1, 2013 Joel Bruckenstein	Building a Smarter Portfolio Riskalyze Pro's risk-assessment and portfolio-construction tools aim to help you keep clients from buying high and selling low.
BusinessWeek July 30, 2009 Ben Levisohn	Reassesing Investors' Risk Tolerance Investment firms are reworking risk questionnaires to keep investors from losing money. A more accurate psychological reading, the reasoning goes, means investors will be more likely to stick with portfolio strategies -- and advisers.
Financial Advisor June 2005 Grove & Prince	Preserving Client Relationships In Down Markets What should financial advisors do when the stock market tanks? Communicate early and often to keep clients happy.
Investment Advisor September 2009 Neal Ringquist	Soapbox: Forget the Benchmarks If you'd rather talk to clients than pick investments, then it's time to start looking into goal-based investing.
Registered Rep. May 1, 2005 Paul Bouchey	Starting at the End In a goals-based approach to financial planning, the overriding factor in choosing investments is how the proceeds from the investments will be used. The client's risk tolerance comes into play only when viewed through the lens of his goal for a particular investment.
Investment Advisor June 2009 James J. Green	From the Silver Lining Department While the market performance of the last 18 months (at least until March 9) has hurt just about every investor and advisor across the board, there are some silver linings from the downturn.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
Financial Planning September 1, 2013	Advisor Confidence Rises, as Does Taste for Risk The index reverses its fall, led by shifts in client behavior and market performance.
Financial Advisor September 2010 Carty & Carty	Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims.
Financial Planning August 1, 2013	Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month.
Financial Planning December 1, 2012	Retirement Advisor Confidence Index: Cash Gains as Confidence Slips Portfolios reflect a decline in risk tolerance; advisor fees inch higher
Financial Planning October 1, 2013	Advisor Sentiment Hits New Low for Year Declines in equity allocations, risk tolerance and advisor fees are cited.
Job Journal September 23, 2007 Carole Kanchier	Personality Tests Back in Favor Increasingly, companies are giving job candidates personality tests as part of the hiring process. Here's what applicants should look out for when faced with such exams.
Financial Advisor February 2008 Roy Diliberto	Measuring True Risk When financial advisors ask clients how much "risk" they are comfortable taking when investing their money, what is it that they really need to know?
Financial Planning November 1, 2006 Howard Sontag	How Are We Doing? With constant communication about goals and portfolio construction, financial advisors can remind clients that investing is a long-term process that may require patience in the short term when there are bumps in the road.
Financial Advisor March 2010 Jarrett Solomon	A Poignant Lesson Investor psychology is not always easy to manage or understand, but these tenets may help you work with clients in uncertain markets.
On Wall Street February 1, 2013 Matthew Lemieux	Fine-Tuning a Portfolio Gets Year off to a Good Start The beginning of a year offers an opportunity to see how investments align with life goals.
Registered Rep. March 1, 2005 Pam Black	Does Your Client Have That Personality? Whether it's a Myers-Briggs, a DISC test or an online appraisal, what reps are learning is that it pays to get into their clients heads.
Financial Planning January 1, 2013	Retirement Advisor Confidence Index: Worries Grow A drop in risk tolerance pulls down the latest index reading.
On Wall Street December 1, 2010 Matthew Leung	Winning Over Clients Who Have Been Burned It's not surprising that investors and even financial advisors may be disheartened about the market. So how can advisors remain motivated and prevent clients from sitting on the sidelines?
Financial Advisor October 2012 Donald Jay Korn	Risky Business Fine-tuning portfolios to a client's comfort level remains an art, but this century's booms and busts show the need for some science as well.
Financial Advisor May 2012 Karen DeMasters	Advisors Often Work Against Clients' Interests, Study Says Financial advisors often work against their clients' interests if it means earning more in fees, according to a recent study by the National Bureau of Economic Research.
Financial Planning November 1, 2008 Robert Hoyt	The New Normal Clients (as well as practitioners) are hoping to understand what their investment lives will look like when the economy settles down. How will we know when things are back to normal? And what will that normal be?
Financial Planning April 1, 2013	Retirement Advisor Confidence Index: Reality Check for Planners Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.
Financial Planning October 1, 2008 Richard K. Fullmer	Reducing Retirement Risk How should retirees configure their portfolios for the long term, while not exposing themselves to inappropriate risk?
Financial Advisor March 2005 Rebecca Pomering	Applying Sound Practices to Your Biggest Investment You are a talented advisor and a skilled investor. Turn even a fraction of these skills toward your business, and you will find it has as meaningful an impact on your business, your family, your staff and your life, as you have on your clients' every day.
Financial Planning March 1, 2013	Retirement Advisor Confidence Index: Optimism Grows After election jitters and the fiscal cliff melodrama, advisors find optimism - and a planning opportunity.
Financial Planning October 1, 2006 Joshua M. Kaplan	Out of Balance The mutual fund universe is quite expansive, with multitudes of funds that have reasonable initial investment minimums. By opting for a balanced fund, clients need to understand that they are relinquishing control of their allocation.
Registered Rep. May 6, 2010 Jerry Gleeson	Online Financial Planning Services Taking Off There are a growing number of websites that offer consumers tools for budgeting, goal planning, and investment trading.
Financial Planning September 1, 2005 Michael B. Horwitz	Head Games It shouldn't take a psychologist to decipher the underlying feelings in an individual's presenting problem. However, the helper (a.k.a. competent financial adviser) needs to be reasonably sensitive to identify and relate to the concerns and fears that clients express just below the surface.
Financial Advisor August 2008 Joel Bruckenstein	The Other Side Of The Ledger Financial Crossing helps manage client liabilities.
Financial Planning December 1, 2007 John J. Bowen	Closing the Gap Financial advisors often know what they should do to be more successful but never actually do it. They need to close that gap.
Financial Planning July 1, 2013	Advisors Show Mixed Views of Markets Readings show a modest lift in client optimism but a drop in retirement activity.
Financial Planning November 1, 2012	Retirement Advisor Confidence Index: Risk Tolerance Grows Again Financial Planning s Retirement Advisor Confidence Index rose for the second straight month in October, indicating continued optimism among the planning community.