Tag: Customer
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Risk Profiling of Investors: Analyze Customer Profiles and Use Them in Consulting
Oliver Everling and Monika Müller (publisher): Risk profiling of investors: aptly analyze customer profiles and use them in consulting, Bank-Verlag Medien GmbH, Cologne, http://www.bank-verlag-shop.de/product_info.php/products_id/ 869, 1st edition 2009, 534 pages, item no. 22,443-0900, ISBN 978-3-86556-222-7. Consultants must ensure that their investment recommendation matches the risk type and viability of the client. Both economic and psychological…
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