For serious results, make risk profiling a game
The methods the wealth-management industry uses to determine client preferences and risk tolerance are useless and should be thrown out in favour of a game, a US academic argues.
The methods the wealth-management industry uses to determine client preferences and risk tolerance are useless and should be thrown out in favour of a game, a US academic argues.
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Advice