Rodriguez, A.; Shapiro, Steven - In: Journal of Business Valuation and Economic Loss Analysis 2 (2008) 2, pp. 3-3
A broker has an obligation to ensure that his client incorporates suitable assets into his portfolio. Greater objectivity can be brought to assessments of suitability by comparing the performance of the aggrieved investor's portfolio to a benchmark portfolio using the Modigliani & Modigliani...