Summary: Many of us use a traditional risk tolerance questionnaire. We use this questionnaire in an effort to protect clients (and our firms) from too much, as well as not enough risk, depending on the situation. But using a simple risk tolerance questionnaire has its challenges.
 Technology in the financial world is developing rapidly. Clients and advisors will be better served by leveraging a variety of the new technology that has been brought to market over the past few years. It’s also important to recognize that technology can’t replicate many aspects of the business that need to be completed by a human.”Brian Leitner, senior vice president of practice management, Mariner Wealth Advisors.
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