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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.
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 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.
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.
Financial Advisor October 2004 David L. Lawrence	Practice Efficiency Explored Integrating risk profiling systems efficiently with your financial practice operations.
On Wall Street August 1, 2009 Pamela J. Black	The Three Faces Of Risk Explain the nuances of risk to clients regardless of the market environment. This communication will help build trust and ensure that clients understand how their portfolios are constructed and buy into the allocations they choose.
Financial Advisor December 2011 Mary Rowland	The Game Of Risk Men, women and advisors see risk differently.
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.
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?
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 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.
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?
Financial Advisor August 2010 Roy Diliberto	An Elusive Profession Work still needs to be done so that clients, regulators and the media view and understand us for what we -- financial planners -- are.
On Wall Street September 1, 2010 Allan Flader	Why Risk It? Don't judge, just advise. That has always been one of our mantras as we've developed strong relationships with our clients over the years.
Financial Planning August 1, 2010 Mary Quist-Newins	An Abundance of Caution The financial services industry sometimes gives women a bad rap when it comes to their investment attitudes and behaviors. They are often seen as risk avoidant and even indecisive in their approach to investing.
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 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 September 1, 2012 Scott Wenger	Editor's View: FP has a new Retirement Advisor Index FP s new Retirement Advisor Confidence Index will help planners gauge industry business conditions
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.
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.
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.
Financial Advisor October 2009 Roy Diliberto	The Financial Life Planning Process A step-by-step review of how one financial advisory firm does its job.
Investment Advisor October 2009 Lewis Schiff	The Affluentialist: Beyond the Numbers The more intricate the financial and personal lives of clients, the more likely clients will ask for non-financial advice.
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.
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.
Financial Planning June 1, 2011 Donald B. Trone	Code of Conduct As the SEC engages in the rule-making associated with its proposed uniform fiduciary standard of conduct under the Dodd-Frank Act, it likely will focus its attention on an advisor or broker's duty of loyalty and duty of care.
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 Advisor January 2005	Letters to the Editor Judging Risk Tolerance... Major Issues Are Missed...
Investment Advisor November 2007 Kara P. Stapleton	Conversation Obligation Involving the client in retirement planning helps grow advisors' business.
Financial Advisor October 2011 Roy Diliberto	Rules Of Dumb Some advisors use rules that dumb down our profession.
Financial Planning August 1, 2013	Advisor Confidence Falls Again Plunge in risk tolerance and jump in cash sends index down for second straight month.
Investment Advisor November 16, 2010 Olivia Mellan	Future Imperfect Six pioneering advisors and observers present a likely view of the essentially unknowable. I asked several well-respected thinkers and planners about the most significant challenges that financial advisors will face.
Financial Planning August 1, 2009 Deena Katz	Cosby, Plato and You It has taken us the better part of 40 years to figure out that financial planning is a process, not a product.
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.
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, 2007 Rick Kahler	Practice What You Preach Financial planners who want to enhance their financial lives and improve their professional skills could benefit greatly from hiring their own planner. So why don't they?
Financial Planning November 1, 2008 Ingrid Case	Take It Off As former Wall Street institutions lie in ruins, experts are predicting that the forces that brought them down -- and changes that these downfalls may unleash -- will make life far different for financial advisors in the not-so-distant future.
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.
Investment Advisor June 2007 Steven T. Merkel	Today's Wealth Manager Just like anyone can call themselves a "financial planner," any firm can represent themselves as being "wealth management" caliber. So how can you distinguish yourself among all the competition?
The Motley Fool June 10, 2010 Scott Holsopple	The $5.5 Billion Mistake Are you throwing your retirement money out the window?
On Wall Street October 1, 2010 Denise Federer	The Behavior Profile Are you a perceptive financial advisor? Being able to identify your client's financial decision-making and investment style is important in communicating effectively with them.
Financial Planning June 1, 2013	Advisors Upbeat as Stocks Rise Planner sentiment climbs to a new high as clients stress optimism.
Investment Advisor February 2009 Kara P. Stapleton	Who's Investing Where? A new report for advisors finds nearly half of U.S. households own equities or bonds, a significant increase during the last two decades, however, ownership of these assets has declined since 2001.
Financial Advisor October 2008 Roy Diliberto	The Dynamic Process Of Monitoring Goals It is our job -- no it is our obligation -- as planners to help our clients achieve their goals and dreams. That may involve changing our portfolios and the way we report results.
Investment Advisor September 2007 James E. Kearney	No Rest for the Planning Industry It's important for the profession to take a three-pronged approach to financial literacy: advancing the profession; educating the public; and growing planners for the future.
Financial Advisor August 2012 Roy Diliberto	Labels Matter Financial planning will never be understood if those who practice it don't call themselves financial planners.
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 Planning September 1, 2010 Marc Freedman	Word Games The public wants to hire financial planners who can visibly showcase an ongoing commitment to their words and promises.
Financial Planning April 1, 2005 Lauren Barack	2015: The Social Security Question Financial planners believe that privatizing Social Security will create more work, with little payoff for them or their clients. Assessing a client's risk tolerance for their retirement accounts is one thing. Assessing that tolerance against their Social Security income is another.
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.