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Risk and Reality: What the Research Says (and What Clients Do)
Risk can be complicated. One client’s views on risk might vary quite a lot from another. Just the same, one’s feelings about risk can vary from today versus next year. Advisors often aim to uncover client attitudes toward risk through questionnaires, but what has the research shown works (or doesn’t) with these tools? What has been found that might help advisors better understand what motivates how their clients feel about risk?
On this episode of The Behavioral Divide, presented by Avantis Investors®, Professor Hal Hershfield dives into these questions and more with Professor Terry Odean from the Haas School of Business at UC Berkeley and Jennifer Baick, who leads the financial planning group at Mercer Advisors.
If you enjoy the show, please subscribe or let us know by giving our series a five-star rating. We’d also love to hear from you. To join in on the discussion, send us a note at [email protected].
Important Disclosures
The views expressed in this presentation are the speaker’s own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.
Hal Hershfield is not affiliated with American Century Investments.
Follow us on social media:
LinkedIn: https://a.vant.is/4ppUSVI
X: https://a.vant.is/4psIwMw
Subscribe to The Behavioral Divide podcast:
Spotify: https://a.vant.is/3IlDEIy
Apple: https://a.vant.is/3IgEhDe
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By Avantis Investors
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3232 ratings
Risk can be complicated. One client’s views on risk might vary quite a lot from another. Just the same, one’s feelings about risk can vary from today versus next year. Advisors often aim to uncover client attitudes toward risk through questionnaires, but what has the research shown works (or doesn’t) with these tools? What has been found that might help advisors better understand what motivates how their clients feel about risk?
On this episode of The Behavioral Divide, presented by Avantis Investors®, Professor Hal Hershfield dives into these questions and more with Professor Terry Odean from the Haas School of Business at UC Berkeley and Jennifer Baick, who leads the financial planning group at Mercer Advisors.
If you enjoy the show, please subscribe or let us know by giving our series a five-star rating. We’d also love to hear from you. To join in on the discussion, send us a note at [email protected].
Important Disclosures
The views expressed in this presentation are the speaker’s own and not necessarily those of American Century Investments. This presentation is for general information only and is not intended to provide investment, tax or legal advice or recommendations for any particular situation or type of retirement plan. Please consult with a financial, tax or legal advisor on your own particular circumstances.
Hal Hershfield is not affiliated with American Century Investments.
Follow us on social media:
LinkedIn: https://a.vant.is/4ppUSVI
X: https://a.vant.is/4psIwMw
Subscribe to The Behavioral Divide podcast:
Spotify: https://a.vant.is/3IlDEIy
Apple: https://a.vant.is/3IgEhDe