Comment & Analysis
Study reveals wealth managers are overly reliant on intuition and client self-assessment when determining risk levels for clients
European wealth managers are relying too much on their own intuition and clients’ own self-assessment of their suitable risk level, according to a new study from behavioural finance experts, Oxford Risk. Its study with wealth managers across France, Germany, Netherlands, Spain, Italy, Switzerland, and the Nordics found three out of…
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