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Adviser links: serving Boomers

Abnormal Returns

riabiz.com) Risk tolerance Determining a client's risk tolerance is more complicated than having them fill out a questionnaire. advisorperspectives.com) Does risk tolerance change in retirement? morningstar.com) Risk tolerance questionnaires are conversation starters. signaturefd-3437664.hs-sites.com)

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Four Questions To Discover ‘Actual’ Risk Tolerance Differences In Couples

Nerd's Eye View

Measuring a client's risk tolerance is both an art and a science. Beyond assessing how a client feels in the moment, advisors must evaluate a client's long-term behavioral tendencies, actual risk capacity, and financial goals – all of which require considerable time and skill.

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RightCapital Launches Integrated Risk Tolerance Tool

Wealth Management

The planning provider has seen significant demand from advisors, contributing to the rollout of RightRisk.

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#FASuccess Ep 440: Making Client Meetings More Consistent Across Multiple Advisors By Utilizing A “Money Personality” Assessment, With Nina Hajjar

Nerd's Eye View

Nina is a partner of Stratos CA, a hybrid advisory firm affiliated with Stratos Wealth Partners and based in Los Angeles, California, that oversees approximately $500 million in assets under management for 300 client households.

Clients 245
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#FASuccess Ep 419: Attracting Clients Who Want To Align Their Investments With Their Values With A Sustainable Investing Approach, With Peter Krull

Nerd's Eye View

Pete is the Director of Sustainable Investing of Earth Equity Advisors, an RIA based in Asheville, North Carolina, that oversees approximately $200 million in assets under management for 250 client households.

Clients 240
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Why Held-Away Asset Management Technology Is Being Scrutinized By State Regulators (And How Advisors Can Compliantly Manage Clients’ 401(k) Assets)

Nerd's Eye View

Historically, advisors haven't had many avenues to manage clients' 401(k) plan accounts, since unlike traditional custodial investment accounts, advisors generally lack discretionary trading authority in employer-sponsored retirement plans.

Assets 246
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Weekend Reading For Financial Planners (April 19–20)

Nerd's Eye View

Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).