The purpose of this study was to document how financial professionals evaluate their clients' risk-taking characteristics (e.g., risk tolerance, financial capacity, time horizon, etc.) into meaningful risk profiles. This presentation will provide an overview of what financial planning professionals believe are the most important risk-profiling factors associated with the development of a client’s investment portfolio, and how financial professionals combine elements associated with a client’s risk profile when developing an asset allocation recommendation.
Michelle Kruger is a PhD student with a concentration in Financial Planning at the University of Georgia (UGA). She graduated magna cum laude with a BBA in Finance from the Terry College of Business at UGA in 2015. Her research interests include spending behavior, financial planning... Read More →
Monday October 2, 2017 10:45am - 11:45am CDT
MCC105B
