Paul Resnik

Displaying 2 results
Are millennials as risk-averse as they're made out to be?
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.

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