Advisors have historically relied on a cursory evaluate of consumer threat tolerance within the type of a sequence of questions and asset allocation suggestions. This method is not sufficient, given the fixed change within the markets, the economic system, and the world round us.
Enter the emergence of a brand new idea known as “threat intelligence,” which permits advisors to transcend the straightforward RTQ and embrace a wider image that features macro-economic occasions that may have a significant influence on funding efficiency as properly.
On this white paper, you’ll be taught:
- Classes from high advisors on how they’re leveraging threat intelligence instruments
- How you utilize threat intelligence instruments to boost consumer relationships
- The advantages of utilizing threat intelligence to quantify and handle dangers in your purchasers and enterprise
Obtain the white paper to be taught extra.