Add Yahoo as a preferred source to see more of our stories on Google. Risk is something investors can't afford to get wrong. Gamble too much and you may rack up losses; play it too safe and you may ...

We are in the middle of a major risk management revolution that is calling into question our traditional definitions and processes for measuring and managing risk. One key area of concern has been the ...

The requirement that a financial advisor must “Know Your Client”, including his/her tolerance for taking risks, is a universal requirement amongst investment regulators around the world. Yet a recent ...

While these questionnaires provide initial insight into a client’s financial goals, there is a major drawback to relying solely on them. The issue with the majority of risk questionnaires is that ...

Assessing investor risk tolerance is all about determining the client’s willingness to take investment risk — and their financial capacity to bear it. Most commonly, this is done with a risk tolerance ...

This is the time of year when financial advisors typically meet with their clients to discuss the state of their financial plans and review any potential modifications or adjustments based on market ...

The traditional approach to evaluating the risk tolerance of retiring clients has some problems, according to Michael E. Kitces, director of research at Pinnacle Advisory Group. He notes that most ...

Typically, financial planners have clients take a risk tolerance questionnaire to determine their appropriate asset allocation. They ask questions such as how the clients behave when markets surge or ...

For decades, investors have been told to assess their “risk tolerance.” While this may be relevant in some circumstances, it’s less important than long-term return for retirement savers. The danger of ...

In a volatile, uncertain stock market like this, be honest about what you can handle If you're looking to create and maintain an appropriate investment portfolio, you need to be honest about your ...

Risk is something investors can't afford to get wrong. Gamble too much and you may rack up losses; play it too safe and you may stunt your portfolio's growth. Risk tolerance questionnaires are ...