Risk preferences and the marketing of financial services: Segmentation by birth order
Risk preferences and the marketing of financial services: Segmentation by birth order
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Publisher
London: Palgrave Macmillan UK
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Language
English
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Publisher
London: Palgrave Macmillan UK
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Scope and Contents
Contents
Traditional investment questionnaires may yield an incomplete measure of clients’ risk tolerance. Birth order has the potential to provide additional insight into the true nature of customers’ risk aversion, thereby assisting financial advisors to formulate the optimal investment portfolio for each client. We summarize research findings on birth or...
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Full title
Risk preferences and the marketing of financial services: Segmentation by birth order
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TN_cdi_proquest_journals_1319159193
Permalink
https://devfeature-collection.sl.nsw.gov.au/record/TN_cdi_proquest_journals_1319159193
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ISSN
1363-0539
E-ISSN
1479-1846
DOI
10.1057/fsm.2012.27