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conflicts of interest

#conflicts-of-interest·0 followers·1 articles
conflicts of interest
Aldo Yang
Aldo Yang
aldosteroneyang.com·Aug 23, 2025
Aug 23, 2025

Podcast 摘要: Episode 371: Banks Sell Products, Not Advice - Rational Reminder

Objectives 這段文本旨在揭露加拿大銀行體系中,金融顧問在銷售金融產品時存在的利益衝突、銷售壓力及專業知識不足等問題,並提出尋求獨立、以客戶利益為導向的專業金融建議的重要性。 關鍵要點 揭露銀行金融服務的本質與問題 探討銀行銷售文化與顧問專業度 提出尋求專業金融建議的標準 介紹獨立財富管理模式的優勢 揭露銀行金融服務的本質與問題 核心問題: 加拿大銀行分支機構的金融顧問,常因銷售目標和獎勵結構,向客戶推銷次優、高費用的金融產品,而非提供客觀的財務建議。 CBC新聞調查 (2024年...

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