Updated Thursday, July 31, 2014 as of 3:31 AM ET
Practice - Technology
New Test for Risk Tolerance
Monday, May 5, 2014
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For many years, large financial institutions have designed their own risk assessment tools, while most independent advisors relied on similar tools built into a software package that they had purchased. These tools generally passed SEC and FINRA regulatory muster, but there was always a question as to how useful they were in assessing clients’ risk profiles under real-life conditions.

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