Recent Survey Reveals That Financial Advisors Significantly Overestimate the Risk of Their Investors

Apr 9, 2013

According to a recent Accenture Study, advisers are more than twice as likely as investors to see their clients as aggressive investors. “Our research suggests that financial advisors need to focus on better understanding their clients’ views and objectives to foster closer, more trusting relationships,” said Alex Pigliucci, global managing director of Accenture Wealth and Asset Management Services.

An aggressive investment strategy is a method that attempts to grow an investment at a higher rate than the overall market, but takes on additional risks. Such a strategy places a higher percentage of your investments in more volatile investments as opposed to more stable, secure investments.


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