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Joachim Klement
Beyond the Questionnaire: New Tools for Risk Profiling
Analyzing a client’s environment, their lifetime experiences, and even their genetic disposition for risk taking can lead to more reliable assessments of investor risk profiles and consequently better risk identification.
How to Overcome the Flaws in Your Financial Memory
Keeping a diary of the motivations and risks of your trades removes hindsight and attribution biases, says Wellershoff & Partners' Joachim Klement, CFA.