investment adviser 投資顧問

investment adviser
繁：投資顧問
简：投资顾问

電腦除了可以下圍棋，現在也進軍金融界，取代人類當上投資顧問。為協助銀行削減開支，英國政府提出推動銀行引入機械人顧問（robo-adviser）。

蘇皇轉用智能顧問裁550人　自動製成投資報告削成本（2016年3月15日）。信報，取自http://www1.hkej.com/dailynews/international/article/1260263/%E8%98%87%E7%9A%87%E8%BD%89%E7%94%A8%E6%99%BA%E8%83%BD%E9%A1%A7%E5%95%8F%E8%A3%81550%E4%BA%BA

An effective investment adviser listens very carefully to a client’s personal situation, crafts a customized investment policy statement for that client, and then abides by this directive to manage the client’s portfolio by executing it and monitoring it to make sure the client is well served.

Armstrong II, S. (2014, November 19). Your Investment Adviser Needs an Annual Inspection.  TIME. Retrieved from http://time.com/money/3546392/your-investment-adviser-needs-an-annual-inspection/