
【源來如此】由瑞源投顧出品, 帶你用輕鬆對談的方式,看懂金融市場大小事。 從投資觀念、財經時事,到稅務與市場趨勢, 用淺顯易懂的內容,陪你一起掌握影響生活與資產的重要資訊。 公司官網:www.swiss-ic.com/ 官方LINE@:lin.ee/5HDSdNK -- Hosting provided by SoundOn
| Publishes | Weekly | Episodes | 12 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Language | Number of Listeners | Categories | InvestingBusinessNews |

成立一家投資顧問公司,需要具備哪些條件?
本集節目由主持人鍾任哲,
帶你從零開始了解投資顧問公司的成立流程、經營項目,以及投入成本。
如果你對金融產業充滿熱情,或想挑戰更專業的職涯發展,我們也誠摯邀請你加入瑞源投顧!
目前熱烈招募:
・投顧展業人員
・證券分析師入
・家族辦公室管理人我
・全權委託交易員
歡迎點擊下方招募連結,或搜尋「瑞源投顧」至社群平台與我們聯繫。
你曾好奇過嗎?
「分析師究竟是如何走上這條路的?」
魏明裕分析師曾在醫院工作五年,之後毅然決然赴美攻讀 MBA,
返台後才正式踏上證券分析師之路。一路走來,他始終秉持著一個信念:「做到不能工作為止。」
本集節目由主持人鍾任哲,特別邀請本公司 魏明裕分析師,
一起聊聊他的職涯轉折、人生經歷,以及踏入股市數十年來的觀察與觀點。
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投顧公司真的只是報明牌嗎?
其實,從市場研究、投資分析、資產配置,到全權委託、家族財富傳承規劃,投顧公司的工作遠比你想像的還要多元。
本集節目由主持人鍾任哲,
帶你深入認識瑞源投顧的服務內容,
揭開投顧公司的神秘面紗,了解專業投資顧問究竟如何協助投資人,在市場中做出更完善的投資決策。
如果你也好奇投顧公司到底在做什麼,這一集帶你一次了解!
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想參與美股行情,卻沒時間盯盤?
面對全球市場快速變化,全權委託會是適合你的投資方式嗎?
本集節目由主持人鍾任哲,邀請本公司全權委託經理人 Susan,
一起聊聊全權委託的運作方式,以及投資美股時需要留意的重點。
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獲益良多,直得收聽的一款podcast
聽完整個人生都覺得麻了
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Apple Podcasts | #238 |
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| Interests | Professions | Age Range | |||
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源來如此 launched 3 months ago and published 12 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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