Tuesday, May 13, 2014

Fw: What's Wrong With Risk Assessments: Willingness vs. Need

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From: Financial Planning <financial-planning@email.financial-planning.com>
Date: Tue, 13 May 2014 14:05:39 -0400 (EDT)
To: <mainandwall@gmail.com>
Subject: What's Wrong With Risk Assessments: Willingness vs. Need

 
 
 
Financial Planning
 
 
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30 Days 30 Ways
 
 
May 13, 2014
 
 
 
 
What's Wrong With Risk Assessments: Willingness vs. Need
 
What's Wrong With Risk Assessments: Willingness vs. Need
by ALLAN S. ROTH
 
Risk assessment questionnaires may produce flawed results because they don't adequately focus on an client's need to take risks.
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