When it comes to risk, perception is everything

04/14/2012 | Nerd's Eye View blog · Financial-Planning.com

Recent research found that clients' risk tolerance is generally stable; however, their perception of risk is subject to change. The findings indicated that financial advisers need to evaluate and manage clients' perceptions more than ever, Michael Kitces writes. PFP Section members, inclusive of PFS credential holders, receive a 10% discount on Finametrica's Financial Risk Profiling System.

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Nerd's Eye View blog · Financial-Planning.com

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