Foundations: Risk Tolerance and Loss Aversion
Stephen Striegel2021-06-24T20:27:28+00:00Common risk profiling approaches in use today often oversimplify risk preferences—there’s quite a bit more to the story.
Foundations: Stated vs. Revealed Preferences – Part 2
Stephen Striegel2021-06-24T20:30:24+00:00The next generation of client profiling tools is built on breakthrough research that empowers advisors to understand clients through their decisions, not just their words.
Foundations: Stated vs. Revealed Preferences – Part 1
Stephen Striegel2021-09-13T15:38:03+00:00Risk tolerance questionnaires and dialogue offer an incomplete picture of a client’s risk preferences, resulting in advice that may be unsuitable for clients.