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Sponsored by
Advisors have traditionally relied on a cursory review of client risk tolerance in the form of a series of questions and asset allocation recommendations. This approach is no longer adequate, given the constant change in the markets, the economy, and the world around us.
Enter the emergence of a new concept called “risk intelligence,” which enables advisors to go beyond the simple RTQ and include a much broader picture that includes macro-economic events that can have a major impact on investment performance as well.
In this white paper, you’ll learn:
- Lessons from top advisors on how they are leveraging risk intelligence tools
- How you use risk intelligence tools to enhance client relationships
- The benefits of using risk intelligence to quantify and manage risks for your clients and business
Download the white paper to learn more.
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