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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Monday, October 2 • 10:45am - 11:45am
G1b Risk Profiling and the Development of Asset Allocation Recommendations

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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.

Author(s): Michelle Kruger, Amy Hubble, CFA, CFP®, John Grable, Shawn Brayman

avatar for Michelle Kruger

Michelle Kruger

University of Georgia
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 interventions, risk tolerance, financial stress, and behaviors associated with building wealth. In addition to her graduate studies, Michelle works as a research assistant at the Financial Planning Performance Lab at UGA, the... Read More →

Monday October 2, 2017 10:45am - 11:45am

Attendees (5)