The Asset Allocator: Dalbar’s Louis Harvey On What Drives Investors To Lose Money

from SA For FAs · host Seeking Alpha

Investment consultancy Dalbar suggests that it is a mistake for advisors to assume that investors have a static risk tolerance. To the contrary, it changes constantly – on the basis of both market conditions and the client’s constantly shifting personal status. In this podcast interview (14:07), Dalbar’s Louis Harvey suggests that advisors need to constantly assess and re-assess their risk tolerance, and engage in behavioral coaching accompanying a tolerable asset allocation.Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Aug 7, 2019

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The Asset Allocator: Dalbar’s Louis Harvey On What Drives Investors To Lose Money

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