The Asset Allocator: Your True Preferences

from SA For FAs · host Seeking Alpha

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.Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode metadata supplied by the publisher feed · Published Sep 24, 2019

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The Asset Allocator: Your True Preferences

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This episode was published on September 24, 2019.

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