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完全根据客户的资产情况做多样化的资产配置,这成为了他们的核心价值所在。目前,新股发行提速,基金销售火爆,炒金炒汇忙得热火朝天,理财市场十分热闹。然而,在这些理财产品面前,消费者却产生了许多疑惑,应该如何选择?一个现实问题出现了:哪里有专业的理财顾问能站在客户的角度指点迷津?
It is their core value to make a full range of asset allocations based entirely on the client’s assets. At present, the issuance of new shares is accelerating, fund sales are hot, speculative gold speculation is in full swing, and the wealth management market is very lively. However, in the face of these financial products, consumers have had many doubts, how should we choose? A real problem has arisen: Where can a professional financial adviser stand in the perspective of customers?