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Are You Playing It Too Safe With Clients' Investments?

By John Manganaro February 10, 2023 ThinkAdvisor

Research from Financial Planning Review suggests that many investors may not be taking as much investment risk as they could. Researchers say a novel method they’ve developed can gauge the quality of financial advice or could be used to help advisors communicate inconsistencies between client trading actions and client goals.

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John Manganaro
Feb 10, 2023