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On the Money
5 mins to read

Would the real risk profile please stand up?

ANALYSIS: When financial advisers match clients to appropriate asset allocation via risk profiling, reality affected by several complicating variables.

One of the most important steps in the process of giving financial advice, according to the theory anyway, involves determining the risk profile of the client. This means finding out how much risk the client can handle, having regard to their sensitivity to volatility, age, objectives, income

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Brent Sheather Sun, 06 Aug 2023
Contact the Writer: brent@cpam.co.nz
News tip? Question? Typo? Let us know: editor@nbr.co.nz
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Would the real risk profile please stand up?
On the Money,
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