DC市场竞赛中顾问与咨询师界限模糊

2026-09-21 · wealthmanagement.com

咨询公司与顾问机构正趋于融合，竞相服务于退休计划并争夺数万亿美元的DC资产

The distinction between defined contribution firms that identify themselves as advisors or institutional investment consultants has been blurring for the past 2...