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عمومی::
برنامه ریز مالی
Included are banks, brokers, mutual fund companies, hedge funds, pension funds, institutional investment managers, investment consultants, family offices, financial planners and investment advisors.
The point of purchase may be a mutual fund company, a broker, a bank, an insurance agent, or a financial planner.
More widely available information and computational intelligence which have threatened the business models for brokers and active invest- ment managers seem instead to have had an enabling effect on the busi- ness models of financial planners and small investment advisers.
tax treatment, bringing down the costs of annuities, and cheaper ways to deliver usable financial advice to people with income and wealth too small to justify the expense of traditional financial planners.
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