Professional money managers - PowerPoint PPT Presentation

Financial Intermediaries

Financial Intermediaries. Financial Intermediaries. Financial institutions which act as a “middleman” between lenders and borrowers Two most important are banks and mutual funds. Banks. Intermediary that people are most familiar with Main function is to bring together savers and borrowers

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DESIGNING, BUILDING AND SUPPORTING YOUR RETIREMENT PROGRAM

DESIGNING, BUILDING AND SUPPORTING YOUR RETIREMENT PROGRAM. Respectfully Submitted by LWBJ Financial &amp; LWBJ Global Consulting Strictly Private and Confidential. Designing, Building and Supporting Your Retirement Program. The right retirement plan isn’t something you buy off the shelf.

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247 views • 6 slides

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