Questionnaires help measure clients' taste for risk

05/15/2011 | FPAnet.org/Practice Management Center blog

Financial planners should have a systematic method for measuring their clients' risk tolerance, writes Ash Bhatnagar. He suggests some resources for developing a client questionnaire, including products from FinaMetrica, Morningstar and Envestnet, and says the results should be updated annually and summarized in the firm's policy statement.

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