The Asset Allocator: Dalbar’s Louis Harvey On What Drives...

What this episode covers

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

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Frequently Asked Questions

How long is this episode of SA For FAs?

This episode is 13 minutes long.

When was this SA For FAs episode published?

This episode was published on August 7, 2019.

What is this episode about?

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...

Can I download this SA For FAs episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.