- Title
- Financial planning and modelling an individual's attitude to financial risk: is everybody on the same page?
- Creator
- Hartnett, Neil; Melia, Adrian
- Relation
- JASSA Vol. 2015, Issue 3, p. 19-25
- Relation
- http://www.finsia.com/insights/jassa-home/archive#Issue 3
- Publisher
- Financial Services Institute of Australasia
- Resource Type
- journal article
- Date
- 2015
- Description
- Understanding and suitably modelling an individual’s attitude to financial risk remains a challenge for financial planners. We provide a snapshot of the issues involved and highlight the need for regulators, educators and practitioners to foster a far more professional treatment of client risk attitude through better guidance or mandates. We propose a clearer standardisation of industry terminology, understanding and regulatory direction.
- Subject
- financial planning; financial risk; client risk; financial modelling
- Identifier
- http://hdl.handle.net/1959.13/1314101
- Identifier
- uon:22708
- Identifier
- ISSN:0313-5934
- Language
- eng
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