One of the topics that constantly fascinates me is how to elicit investor’s goals and their attitudes towards risk. I have helped write and publish a free collection of essays for practitioners that I still think is valuable to anyone working in wealth management or retail banking.
The young and the fearful
The young and the fearful
The young and the fearful
One of the topics that constantly fascinates me is how to elicit investor’s goals and their attitudes towards risk. I have helped write and publish a free collection of essays for practitioners that I still think is valuable to anyone working in wealth management or retail banking.