Maintaining clients' financial satisfaction is a primary goal of financial planners. Previous research has found that net worth, income, and demographic characteristics are relevant to an individuals' financial satisfaction. However, no existing research identifies whether the alignment between...

Changes in average FinaMetrica monthly risk tolerance scores were evaluated during the January 2007 to May 2012 time period that spanned the global financial crisis. The research objective was to test whether fluctuations in equity returns influence average risk tolerance scores over time. A...

The literature on risk tolerance overwhelmingly justifies the use of questionnaires based on validity and reliability or psychometric testing, but there has been little research examining the relation between questions and actual investor portfolio behavior. This study examines risk tolerance...

The propensity for older adults to have estate planning documents has been declining noticeably in recent years, such that a majority of adults age 50 and over now have no will or trust documents. This study investigates factors associated with usage of will or trust documents. After reviewing...