Monthly Archives : September 2013

Sharon Appelman: “We go back to the basics of risk tolerance”

September 15, 2013

“This year, there’s an uptick in clients talking about … increasing their equity holdings. We go back to the basics of risk tolerance. We don’t just talk about returns; we talk about risk-adjusted returns.”

Advisers Bend Fee Rules As Labor Pains Linger

September 9, 2013

“Many financial advisers have clients who lost their jobs long ago. They are having to balance their own needs as businessmen with those of clients who are less able to afford their advice.”