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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.
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.
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 December 2011 Mary Rowland	The Game Of Risk Men, women and advisors see risk differently.
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.
Financial Advisor October 2004 David L. Lawrence	Practice Efficiency Explored Integrating risk profiling systems efficiently with your financial practice operations.
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 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 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 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 Planning January 1, 2013	Retirement Advisor Confidence Index: Worries Grow A drop in risk tolerance pulls down the latest index reading.
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 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 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.
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.
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 December 1, 2012	Retirement Advisor Confidence Index: Cash Gains as Confidence Slips Portfolios reflect a decline in risk tolerance; advisor fees inch higher
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?
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 October 1, 2013	Advisor Sentiment Hits New Low for Year Declines in equity allocations, risk tolerance and advisor fees are cited.
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 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.
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.
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.
On Wall Street July 1, 2010	Five Questions With Mark Spina Spina leads sales, business development, relationship management, training and service teams covering broker-dealers, banks and RIAs. Here he speaks about the important issues between advisors and clients.
Financial Advisor May 2008 Kurt J. Rossi	Great Expectations Advisors must be cognizant of the fact that tuning into the emotional needs of clients is the key to helping them remain on the track to realizing their goals and dreams.
Entrepreneur January 2009 Rosalind Resnick	Can You Handle the Investment Risk? Make sure your risk tolerance and investment strategy align.
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?
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.
Financial Advisor August 2012 Jarrett Solomon	The Inefficiency Of Efficient Frontiers Studies show that the theory behind the efficient frontier is much sounder than its real-world application. Theoretically, the advisor is always choosing an efficient portfolio: It is just a question of where on the frontier it is appropriate for each client.
Investment Advisor October 2006 Black & Bakker	Life Support A reader survey suggests how asset managers can be true partners with investment advisors.
On Wall Street January 1, 2011 Lee Conrad	Crossing From The Ivory Tower To The Office Tower Knowing what an investor wants and how his or her feelings color decision-making is becoming more crucial in the increasingly competitive world of attracting and retaining high-net-worth clients.
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 Advisor May 2005 C. Michael Carty	Do Investors Make Rational Or Emotional Decisions? Behavioral finance looks to predict investor action.
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 November 1, 2010 Gallant & Schneider	Navigating The Retirement Business The demand for retirement income support will continue to grow rapidly in the coming years as the aging of the baby boom generation is inevitable.
Registered Rep. October 28, 2011 Jerry Gleeson	Gibson: You Can't "Hedge the World' for Clients While some say that the financial crash has shot holes in the theory of diversification, Gibson Capital LLC founder and author Roger C. Gibson is still a believer of multiple asset class investing.
Financial Planning May 1, 2013	Advisor Optimism Hits New High Sentiment climbs, buoyed by big increases in retirement planning activity and fees.
Financial Planning February 1, 2013	Retirement Advisor Confidence Index: Rosier Outlook Risk tolerance and a growing taste for equities help the January index climb back after two straight declines.
Financial Planning September 1, 2010 Donna Mitchell	Wealth Management Psych Out Behavioral finance is a field that is gaining traction among financial advisors. It is a full-fledged discipline that offers tools serious wealth management firms are using to understand and serve high-net-worth clients.
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.
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.
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
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 September 1, 2009 Helen Kearney	What Clients Want Now Clients are upset and they're voting with their feet. But instead of bemoaning your woes, you should view this as a time to prove your worth.
Investment Advisor September 2009 Lewis Schiff	The Affluentialist: Building Retirement Portfolios Now Few advisors use a cookie cutter approach to retirement income support.
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 May 2009 Nick Giacoumakis	Expert's Corner: Stage Fright Recognizing the four emotional and psychological stages clients go through during a market downturn can help advisors better understand how to cope with market volatility and avoid some common pitfalls.
Financial Advisor September 2010 David Lawrence	The Need For Simplicity How to prepare reports efficiently while keeping them understandable for clients. First in a two-part article on retirement issues for advisors.