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In a classic case of one plus one equalling three, two of the leading purveyors of wealth management advice tools have joined forces to create an industry powerhouse.

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Current Problems With Risk Profiling

Current Problems With Risk Profiling

Wednesday, April 05, 2017
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There is no common standard in risk tolerance profiling, leading to confusion for those seeking a robust profiling solution. This podcast discusses three common problems with profilers - no basis for their construction; the flawed combining of risk tolerance with risk capacity and the co-opting of prospect theory for risk tolerance.