Suitable Risk Level
- How much effect does certainty and flexibility have on the outcome?
- OVERVIEW: Suitable Risk Level
- OVERVIEW: Risk Tolerance
- Do you distinguish between different types of risk, e.g. liquidity, volatility, diversification?
- How should suitability be assessed for a couple?
- Is the full assessment re-run for an annual review?
- What happens if someone's Suitable Risk Level changes dramatically upon review?
- What weighting is given to each of the questions to calculate outputs?
- How do your tools account for loss aversion?