The Asset Allocator: Your True Preferences
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...
An episode of the SA For FAs podcast, hosted by Seeking Alpha, titled "The Asset Allocator: Your True Preferences" was published on September 24, 2019 and runs 5 minutes.
September 24, 2019 ·5m · SA For FAs
Summary
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 Description
Learn more about your ad choices. Visit megaphone.fm/adchoices
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