With New Tools Available, it’s a Fresh Look at Client Investment Risk

Reporter: Brian O'Connell



Deadline: May 11, 2017 5:00 pm

With the rollout of Morningstar’s new risk evaluation service, advisors have a new way to assess whether their portfolios are over exposed across a wide book of business, giving them greater control and more restful nights over their client portfolios. With a Fin-Tech bent, it’s a new era in risk management, and here’s a snapshot of the current algorithm-flavored environment. I need advisors and Fin-Tech experts to comment on how financial professionals can use new risk assessment tools, how they work, what they do and what benefits they offer, for financial advisor audiences.

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