Updated Thursday, July 31, 2014 as of 9:45 PM ET
Portfolio - Investment Products
What to Do When Clients Grossly Overweight One Stock
Thursday, February 27, 2014

Most financial advisors are occasionally faced with clients whose portfolios are weighted too heavily by the stock of a single company. Often, these individuals are approaching retirement, having bought or received a particular employer's stock over many years, or they have inherited the stock upon a relative's death. But whatever the reason, it can be tough to convince them of the need to diversify. Advisors suggest various approaches—though they acknowledge their clients' concerns.

Get access to this article and thousands more...

All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.

Already Registered?

2014 Summer Reading List for Advisors

Current Issue

The June Issue is now online!


Industry Events

August 10, 2014 |

September 9, 2014 |

September 17, 2014 |

September 20, 2014 |

September 28, 2014 |

Already a subscriber? Log in here