Advisers Scramble to Protect Private Wealth

by John Morgan

Advisers need better system of identifying risk

The unprecedented financial crisis of 2008 has redefined everyone's perception of risk, sending private wealth managers back to the drawing board to make sure clients really understand how risky complicated products can be. Excessive leverage and a widespread under-assessment of risk triggered the current crisis, according to a new whitepaper from Odyssey Financial Technologies titled 'The Consequences of the 2008 Financial Crisis on Private Wealth Management.' (...)

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