岳同学2020-11-02 11:28:34

請問這題這樣寫是否足夠? Determine the client segment or adviser type that is most appropriate for each stage of Sili’s plan. Justify each response. 1. Stage 1: this stage belongs to robot-advisor. The client’s asset value is below $250,000 level and the client construct his portfolio with ETFs, Mutual funds, and low-cost alternatives; 2. Stage 2: this stage is a mass affluent segment. The client’s asset is between $250,000 to $1mn and the client starts having a need for financial plans; 3. Stage 3: this is stage is a high-net-worth client. The client’s asset is between $1mn to $10mn and the client has specific financial services; 4. Stage 4: this stage is ultra-high-net-worth. The client’s asset is above $50mn and the client has needs for highly customized financial services.