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What is the clients role or responsibility in the client-advisor relationship? Group of answer choices...

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Question

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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