Filling out the risk questionnaire is one of the first acts of becoming a client of an investment advisory. Whether filled out through written form or conversation, the questionnaire helps firms (and their regulators) understand what a client believes his risk tolerance to be. It asks questions such as:
Share this post
Self-Reflection and Picking the “Right…
Share this post
Filling out the risk questionnaire is one of the first acts of becoming a client of an investment advisory. Whether filled out through written form or conversation, the questionnaire helps firms (and their regulators) understand what a client believes his risk tolerance to be. It asks questions such as: