Paul Resnik

Displaying 2 results
Are millennials as risk-averse as they're made out to be?
YOUR PRACTICE PRACTICE MANAGEMENT JUL 26, 2015
Are millennials as risk-averse as they're made out to be?

New data compares millennials' risk tolerance to their Generation X and baby boomer counterparts.

YOUR PRACTICE PRACTICE MANAGEMENT APR 20, 2015
Keep clients for the long haul by bolstering risk assessment procedures

Firms without adequate client risk assessment systems will have a hard time keeping business when the market goes south