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List and briefly describe four different types of firms in the intermediary channel. What are the advantages and disadvantages of the mutual fund supermarket for a small sponsor of funds? What is account aggregation, and what are the two methods for aggregating accounts? What are the uses and limitations of performance advertising? What is the tension between performance and brand advertising? What is a mutual fund wrap program? How does it differ from a separately managed account? What are 529 college plans and charitable gift funds? Who chooses the funds in these products?

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Financial Management, Finance

Category:- Financial Management
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