What is the clients role or responsibility in the client-advisor relationship? Group of answer choices...
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Finance
What is the clients role or responsibility in the client-advisor relationship?
Group of answer choices
Determine an appropriate asset allocation
Select individual securities
Inform his/her advisor of life changes that affect the risk/return profile
Look for the manager with the highest performance record
All of the above
Flag question: Question 31
Question 313.13 pts
Which of the following is not considered to be an asset class?
Group of answer choices
Apple common stock
Real estate
Precious metals
Bonds
Equities
Flag question: Question 32
Question 322.97 pts
Your grandfather heard you have taken an investments course, so he asks you to review his portfolio. You see that his manager has put Apple stock in the portfolio. Apple is a very volatile stock. Which of the following thoughts is the most important?
Group of answer choices
The key is whether the stock has upside potential
The key is how much of the portfolio is invested in the stock
The key is how Apples new products will do
The key is whether their CEO can transition the company from products to services
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