Questionnaires help advisers understand clients' risk tolerance

10/9/2011 | Wall Street Journal, The

Companies such as FinaMetrica are giving advisers new tools for measuring their clients' risk tolerance using psychology. Testing clients can help advisers understand the difference between how clients think about risk and how they feel about it, the firm's founder says. PFP Section members, inclusive of PFS credential holders, receive a 10% discount on FinaMetrica software.

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Wall Street Journal, The

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