Have you ever taken a "scientific" questionnaire to determine your risk profile? Financial planners of all stripes will request that you do in an attempt to measure how you feel about risk ...

You can create a risk profile in several ways. Investors often complete a risk profile questionnaire. They receive a profile score based on the answers they provide. Some questionnaire topics ...

Painter says that determining a client's risk profile is more art than science and requires in-depth discussion, something a questionnaire can't replace. A human advisor can "really probe the ...

Though this Vanguard risk-profile survey is one of the best I ... forget about it. I took this questionnaire at a time when the stock market was near an all-time high. Had I taken it in March ...

Therefore, Mr Wise’s team uses third-party risk profile questionnaires as a discussion topic with the client. The concern being, clients may not understand risk profiling – something that ...

Risk profile questionnaires are ubiquitous with investment transactions in Canada, but they've come under heavy criticism in some quarters. Do we put too much stock into them? Or are they just not ...

A financial adviser may ask you to complete a questionnaire while determining your investment risk profile, but the outcome of that questionnaire should not be the main factor that is driving your ...

Data shows that risk tolerance is a consistent personality trait. It doesn't change with market wins or losses. Your clients want a personal plan instead of an off-the-shelf option. Risk profiling ...

Are you considering a third-party questionnaire for your organization ... that every compliance professional understand your risk profile to all crafting of the right due diligence process ...

If you have ever worked with a financial advisor, you have likely filled out a risk-profile questionnaire. Undoubtedly, the exercise was driven in part by compliance concerns. Financial services ...

Therefore, Mr Wise’s team uses third-party risk profile questionnaires as a discussion topic with the client. The concern being, clients may not understand risk profiling – something that ...