Morningstar’s psychometric questionnaire [PDF] for risk profiling has been taken more than two million times by investors around the globe. Every few years, advisors will assess their clients ...

All investing comes with risk. The question for advisors is how much risk clients are willing to take to reach their goals and how they’ll react to market volatility. Most advisors don’t use a ...

Financial advisors can now achieve more accuracy by using various risk-assessment tools. These tools are designed to help advisors understand the profile of every client and, therefore ...