
The Asset Allocator: Google Collapse?
Oct 9, 2019 - 04:57
Radio and PodcastLive Radio & Podcasts
A ThinkAdvisor interview with Professor Shachar Kariv brings some much needed clarity to determining client desires regarding risk vs. return, today vs. tomorrow and legacy matters.This podcast (5:25) shares (and concurs...
The Asset Allocator: Your True Preferences is an episode from SA For FAs. A ThinkAdvisor interview with Professor Shachar Kariv brings some much needed clarity to determining client desires regarding risk vs. return, today vs. tomorrow and...
This episode belongs to SA For FAs.
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Published Sep 24, 2019, 05:26 long, audio available.
A ThinkAdvisor interview with Professor Shachar Kariv brings some much needed clarity to determining client desires regarding risk vs. return, today vs. tomorrow and legacy matters.This podcast (5:25) shares (and concurs with) Kariv's view that negotiating trade-offs is key to client self-knowledge and the advisor's knowledge of the client. I also offer my view of the most difficult of these trade-offs.
You can listen to The Asset Allocator: Your True Preferences online on Radio and Podcast. Open the player on this page to stream the available audio.
The Asset Allocator: Your True Preferences is an episode from SA For FAs.
This episode is 05:26 long.
This episode was published on Sep 24, 2019.
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You can listen to The Asset Allocator: Your True Preferences on this page when the episode audio is available from the podcast feed.
The Asset Allocator: Your True Preferences is from SA For FAs.
Published Sep 24, 2019 and 05:26 long