Third-party wealth management companies are called independent financial advisors (IFA) abroad. They are independent intermediary financial institutions and do not represent banks, insurance and other financial institutions. They can independently analyze customers' financial situation and financial needs, judge the required investment tools and provide comprehensive financial planning services.
When planning personal financial planning, independent financial consultants put the interests of customers first, take a neutral attitude towards product suppliers, provide customers with professional and neutral financial planning schemes, act as long-term financial planning partners and regularly review the schemes, and act as a communication bridge between customers and product suppliers.
The advantage of an independent financial advisor is neutrality, not favoring any financial institution, and objectively choosing financial products. It has an international vision, pays attention to after-sales asset management services, maintains a high degree of consistency with customer interests, and adopts the back-end charging model to bind with customer interests.